HD Vest Financial Services

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

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HD Vest Financial Services Employees

Employee
Years
Job
Industry
Amber Gates Amber Gates Fort Worth, Texas Details
Amber Gates's HD Vest Financial Services Experience July 2007 - February 2010
Job Teacher at Fort Worth ISD
Industry Education Management
Experience
Fort Worth ISD  August 2013 - Present
Children's Lighthouse Learning Centers  July 2011 - July 2012
Eagle Mountain-Saginaw ISD  February 2010 - June 2011
HD Vest Financial Services   July 2007 - February 2010
Wells Fargo  November 2003 - July 2007

Skills
Teaching, Early Childhood..., Classroom, Lesson Planning, Classroom Management, Educational Leadership, Tutoring, Elementary Education, Differentiated..., Literacy, Educational Technology, Special Education

Education
Grand Canyon University   2013 — 2014
Master's Degree, Teaching, 4.0

The University of Texas at Arlington   2002 — 2006
Bachelor's Degree, Business Administration and Management, General

Adi Garg Adi Garg Dallas/Fort Worth Area Details
Adi Garg's HD Vest Financial Services Experience January 2013 - Present
Job Fintech CTO
Industry Information Technology and Services
Experience
HD Vest Financial Services   January 2013 - Present
Earnest Advice LLC   March 2012 - December 2012
Cash America  February 2008 - March 2012
Cadbury Schweppes  February 2006 - December 2007
FedEx  June 1996 - February 2006
Citibank  June 1991 - May 1996

Skills
IT Strategy, Strategy, Technology Leadership, Leadership, Enterprise Architecture, Integration, SOA, Process Improvement, Software Development, Management, Enterprise Software, Solution Architecture, Change Management, Data Center, Product Development, ITIL, Architecture, Security, Virtualization, Business Intelligence, SDLC, Software Project..., Emerging Technologies, Cloud Computing, Databases, Solutions Design, IT Operations, Innovation, Vision

Education
Southern Methodist University - Cox School of Business   2009 — 2011
MBA, Business Administration and Management, General

Cadbury Schweppes IT Leadership Program   2007 — 2008

Carnegie Mellon University   2000 — 2004
MS, Information Technology

National Institute of Technology   1987 — 1991
Bachelor's of Engineering, Engineering

Jeff Jerdin, CPA Jeff Jerdin, CPA Los Angeles, California Details
Jeff Jerdin, CPA's HD Vest Financial Services Experience December 2013 - July 2015
Job VP of Business Development at The Online Incentives Exchange
Industry Accounting
Experience
The Online Incentives Exchange (OIX)   March 2015 - Present
TR Winston & Company  July 2015 - Present
HD Vest Financial Services   December 2013 - July 2015
Corporate Tax Incentives, LLC   March 2011 - March 2015
PricewaterhouseCoopers LLP  December 2007 - March 2011
The California Credits Group   March 2004 - December 2007
Deloitte  June 2001 - June 2003
Ernst & Young  1997 - 2001

Skills
CPA, General Securities..., Investment Advisor..., Finance, Tax, Incentives, Tax Credits, State Tax, Corporate Tax, Life Insurance, Accident and Health..., Variable Contracts, Employee Benefits Design, Workforce Development, Community Economic..., Income Tax

Education
California State University, Fresno   1993 — 1996
Bachelor of Science (BS), Business Administration, Accountancy

California State University-Fresno   1993 — 1996
BS, Business - Accountancy

Smita Pattnaik Smita Pattnaik Irving, Texas Details
Smita Pattnaik's HD Vest Financial Services Experience 2015 - 2015
Job Sr Program Manager \ Delivery Manager \ TPSM at Bank of America
Industry Computer Networking
Experience
HD Vest Financial Services   2015 - 2015
HD Vest Financial Services   2015 - 2015
HD Vest Financial Services   2015 - 2015
HD Vest Financial Services   2015 - 2015
HD Vest Financials   2015 - 2015
HD Vest Financials   2015 - 2015
HD Vest Financial Services   2015 - 2015
HD Vest Financial Services   2015 - 2015
Bank of America  September 2014 - December 2014
Citi  May 2014 - September 2014

Skills
Vendor Management, SDLC, Business Analysis, Requirements Analysis, Software Project..., Program Management, Project Management, Requirements Gathering, PMP, ITIL, IT Strategy, Resource Management, Service Delivery, IT Service Management, Team Management, Project Delivery, Change Management, Management, Business Intelligence, Risk Management, PMO, Business Process..., Outsourcing, Project Portfolio..., Stakeholder Management, Business Process, CRM

Education
Utkal University   1999 — 2003
Bachelor of Engineering (B.E.), Computer Science, 8.3

Kendriya Vidyalaya   1987 — 1999
Undergrda, Computer Science

Jeff Zurflueh Jeff Zurflueh Dallas/Fort Worth Area Details
Jeff Zurflueh's HD Vest Financial Services Experience August 2015 - Present
Job Organization, Leadership, Execution
Industry Information Services
Experience
HD Vest Financial Services   August 2015 - Present
Santander Consumer USA Inc.  February 2015 - Present
Cash America International  August 2010 - January 2015
RETALIX Inc   April 2007 - August 2010
CARREKER Inc   January 2005 - April 2007
BANCTEC Inc  July 2001 - January 2005
BREAKAWAY SOLUTIONS INC  June 2000 - June 2001
Integrated Network Solutions  June 1998 - June 2000
TANDY INC   September 1997 - June 1998
Nokia Telecommunications Inc   January 1996 - September 1997

Skills
Data Center, Disaster Recovery, Unix, VMware, Servers, Storage Management, Infrastructure..., Enterprise Software, ITIL, Enterprise Architecture, Windows Server, Microsoft Office, System Administration, Visio, Storage Area Networks, Storage, Unix Administration, Data Center Management, Security, Operating Systems, IT Human Capital..., Databases, Compliance Management, Risk Assessment, Risk Management, Compliance PCI, Sarbanes-Oxley Act, Change Management, Hosted Microsoft..., Microsoft Exchange, Windows Azure, Team Leadership, Organizational..., Cross-functional Team..., SAN

Education
Southern Methodist University   1992 — 1994
Master of Science Engineering Management, Engineering/Industrial Management

Texas A&M University   1989 — 1991
Master of Science, Mechanical Engineering

Texas A&M University   1985 — 1989
Bachelor of Science, Mechanical Engineering

David Sprinkle David Sprinkle Dallas/Fort Worth Area Details
David Sprinkle's HD Vest Financial Services Experience April 2014 - Present
Job Advisory Specialist at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   April 2014 - Present
HD Vest Financial Services   August 2011 - Present
Actively seeking career in Sales, Financial Services, Business Development & Gift Planning   August 2009 - September 2015
Legacy Marketing Partners  September 2009 - May 2011
Texans Credit Union  November 2007 - August 2009
Wells Fargo  April 1999 - November 2007

Skills
Risk Management, Series 7, Loans, Banking, Credit, Investments, Mortgage Lending, Portfolio Management, Commercial Lending, Credit Risk, Financial Services, Financial Analysis, Financial Reporting, Process Improvement, Underwriting, Management, Retirement Planning, Finance, Wealth Management, Asset Allocation, Strategic Planning

Education
Texas A&M University   1990 — 1998
Bachelor's degree, Communications & Management

Adam DeLaughter Adam DeLaughter Omaha, Nebraska Details
Adam DeLaughter's HD Vest Financial Services Experience October 2005 - May 2012
Job Financial Advisor at First National Bank/Raymond James
Industry Financial Services
Experience
First National Bank/Raymond James   June 2012 - Present
HD Vest Financial Services   October 2005 - May 2012

Education
Briar Cliff University
Bachelor of Arts (B.A.), Business Administration

Carla Caldwell Carla Caldwell Forney, Texas Details
Carla Caldwell's HD Vest Financial Services Experience December 2004 - September 2006
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  April 2014 - Present
First Southwest Company  April 2013 - January 2014
Morgan Stanley  August 2012 - March 2013
RBC Wealth Management  August 2008 - March 2012
Bear, Stearns & Company   September 2006 - August 2008
HD Vest Financial Services   December 2004 - September 2006
The MONY Group  April 2003 - December 2004
Alpha Capital Management  September 2002 - April 2003
Texas State Securities Board  October 2001 - September 2002

Education
Texas State University-San Marcos   1987 — 1993
Bachelor of Arts (B.A.)

Tim Stewart CFP®, CFS®, CAS™ Tim Stewart CFP®, CFS®, CAS™ Dallas/Fort Worth Area Details
Tim Stewart CFP®, CFS®, CAS™'s HD Vest Financial Services Experience January 2014 - Present
Job Sales Manager, Business Development at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   January 2014 - Present
Stewart Wealth Management   January 2009 - Present
HD Vest Financial Services   June 2013 - January 2014
HD Vest Financial Services   January 2011 - June 2013
HD Vest Financial Services   March 2006 - January 2011

Skills
Financial Advisory, Wealth Management, Investments, Strategic Financial..., Financial Services, Securities, Business Development, Leadership, Tax, Analysis, Strategic Planning, Accounting, Project Management, Sales, Integration

Education
Dallas Baptist University   2000 — 2004
BBA, Business Administration/Management, Business Administration and Management, General

Stacey Boyle Stacey Boyle Dallas/Fort Worth Area Details
Stacey Boyle's HD Vest Financial Services Experience February 2015 - August 2015
Job Web Designer and Digital Marketing Professional
Industry Design
Experience
Thomson Reuters  August 2015 - Present
HD Vest Financial Services   February 2015 - August 2015
HD Vest Financial Services   March 2013 - February 2015
Endless Pools  June 2011 - May 2013
The William Penn Inn  May 2010 - January 2011

Skills
Web Design, Graphic Design, Photoshop, User Interface Design, Advertising, Online Marketing, Dreamweaver, HTML, CSS3, WordPress, Web Development, Flash, ExactTarget, Email Marketing, Social Media, User Experience, CSS, Marketing, Illustrator, Layout, PHP, Logo Design, AJAX, SEO, JavaScript, Adobe Creative Suite, Magento, Social Media Marketing, Brochures, Online Advertising, Typography, MySQL, InDesign, XHTML, DHTML, jQuery, International Marketing, Google Analytics, Internationalization, Direct Marketing, Mobile Applications, Magento Go Developement, Video Editing, Web Animation, Photography, SharePoint, Mac, Graphics, HTML 5, Web Content Management

Education
Arcadia University   2006 — 2008
BFA, Graphic Design

Bucks County Community College   2004 — 2006
Graphic Design

David Mangus David Mangus Dallas/Fort Worth Area Details
David Mangus's HD Vest Financial Services Experience May 2012 - Present
Job Business Development Consultant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   May 2012 - Present

Skills
Tax, Management Consulting, Securities, Analysis, Finance, Financial Advisory, Accounting, Investments, Business Development, Financial Services, Strategic Financial..., Portfolio Management, Asset Management, Financial Planning, Retirement Planning, Wealth Management

Education
North Central Texas College

Laura Olivari Laura Olivari Dallas/Fort Worth Area Details
Laura Olivari's HD Vest Financial Services Experience April 2014 - October 2014
Job Contract Instructional Designer at Citi Group
Industry Financial Services
Experience
Citi Group Financial Co  June 2015 - Present
McKesson  March 2015 - June 2015
Fidelity Investments (Ending Soon)   October 2014 - January 2015
HD Vest Financial Services   April 2014 - October 2014
AT&T  June 2013 - March 2014
Aviall  March 2008 - June 2013

Skills
Captivate, SnagIt, Technical Writing, Project Management, Photoshop, ADDIE, Lectora, Learning Management..., Technical Documentation, Visio, SharePoint, Training Delivery, Instructional Design, Training, RoboHelp, Microsoft Office, uPerform, Project Server, SAP ERP, Mac OS, Lotus Notes, Apple Motion, Final Cut Pro, iMovie, Adobe Flash, Adobe Presenter, Adobe Audition, Program Management, E-Learning, Needs Analysis, Articulate Storyline

Education
DeVry University's Keller Graduate School of Management-Texas
Master of Business Administration (MBA), Project Management

DeVry University-Texas
Bachelor of Applied Science (B.A.Sc.), Technical Management

Kelli Campbell, CQIA, CQA Kelli Campbell, CQIA, CQA Dallas/Fort Worth Area Details
Kelli Campbell, CQIA, CQA's HD Vest Financial Services Experience 1996 - 2007
Job Website Analyst at AmerisourceBergen Solutions Group
Industry Pharmaceuticals
Experience
AmerisourceBergen  November 2007 - Present
Wells Fargo  May 2003 - November 2007
HD Vest Financial Services   1996 - 2007

Skills
E-commerce, Process Improvement, .NET, HTML, Business Intelligence, Visio, ERP, Requirements Analysis, Access, Testing, CRM, Management, Requirements Gathering, Databases, SharePoint, Analysis, Quality Assurance, Data Analysis, Microsoft SQL Server, Computer System..., Software Project..., SDLC, Business Analysis, Project Management, Quality Auditing, MS Project, SQL, Team Leadership, Analytics, Agile Methodologies

Education
The University of Texas at Austin   1988 — 1993
BA, Biology

Robert E. Lee High School, Tyler, TX   1984 — 1988

Collin County Community College

Randy Rix Randy Rix Keller, Texas Details
Randy Rix's HD Vest Financial Services Experience July 2006 - Present
Job Compliance Consultant at H.D. Vest Financial Services, Inc.
Industry Financial Services
Experience
HD Vest Financial Services   July 2006 - Present
HD Vest Financial Services   May 2000 - July 2006
HD Vest Financial Services   November 1998 - May 2000
HD Vest Financial Services   October 1997 - November 1998
HD Vest Financial Services   July 1996 - November 1997
Principal Financial Group  February 1993 - July 1996
Pier 1 Imports  June 1992 - February 1993

Skills
Series 7, Series 63, Series 24, Series 4, Series 53, Series 66, Series 55, Certified Annuity..., Mutual Funds, Securities, Financial Services, Investments, Equities, Bonds, Options, Trading, Fixed Income, Finance, FINRA, Process Improvement

Education
Oklahoma Christian University   1990 — 1992
BS, Finance, General

Chris Morrow Chris Morrow Dallas/Fort Worth Area Details
Chris Morrow's HD Vest Financial Services Experience August 1999 - February 2003
Job Graphic Designer at Inprov
Industry Graphic Design
Experience
INPROV, Ltd  July 2015 - Present
MOTIV8 Agency   October 2014 - July 2015
Sally Beauty  December 2013 - October 2014
Boy Scouts of America  July 2007 - September 2013
TM Advertising  December 2004 - July 2007
Hudson Printing  July 2004 - December 2004
TaCito Direct Marketing  September 2003 - July 2004
HD Vest Financial Services   August 1999 - February 2003
Houghton Mifflin Harcourt  September 1998 - August 1999
Taylor Publishing Company  March 1996 - September 1998

Skills
InDesign, Photoshop, Graphic Design, Adobe Creative Suite, Logo Design, Art Direction, Layout, Brochures, Typography, Corporate Identity, Photography, Graphics, Adobe Acrobat, Creative Direction, Mac, PowerPoint, Advertising, Direct Mail, Catalogs, Art, Logos, Concept Development, Photo Editing, Illustrator, Print Production, Posters, Retouching, Pre-press, Packaging, Brand Development, Image Editing, Book Design, Publications, Books, Branding & Identity, Corporate Branding, Publishing, Illustration, Creative Strategy, Newsletters, Magazines, Email Marketing, Web Design, Copywriting, Flyers, Business Cards, WordPress, Multimedia

Education
Louisiana Tech University   1990 — 1994
BFA, Graphic Design

Dumas   1982 — 1986

Gloria Hernandez Gloria Hernandez Odessa/Midland, Texas Area Details
Gloria Hernandez's HD Vest Financial Services Experience October 2013 - January 2014
Job Downtown Odessa Director
Industry Government Relations
Experience
City of Odessa, Texas  January 2015 - Present
Greater Irving Las Colinas Chamber of Commerce  February 2014 - January 2015
HD Vest Financial Services   October 2013 - January 2014
The Dallas Morning News  August 2010 - October 2013
The Daily Mustang   October 2010 - December 2010
Research Now  May 2010 - December 2010
The Daily Campus, SMU   August 2009 - December 2009
The Women's Museum  August 2009 - December 2009
Dallas Hispanic Youth Symposium   July 2009 - July 2009

Skills
Final Cut Pro, InDesign, Broadcast, Video, Photography, Videography, Ap Style, Journalism, Blogging, Editing, News Writing, Newspaper, Feature Articles, Press Releases, Social Media, Storytelling, Video Editing, Breaking News, Online Journalism, Wordpress, New Media, Editorial, Newsletters, Web Content Management, Newspapers, Copy Editing, Publishing, Public Relations, SEO, Internal Communications, Multimedia, Photoshop, AP Style, Media Relations, Publications, Corporate Communications, Marketing Communications, Fact-checking, Copywriting, Content Strategy, Content Management, Web Editing, Marketing, Social Media Marketing, Content Development, Creative Writing, Headline Writing, Online Publishing, WordPress

Education
Southern Methodist University
BA, Journalism, Spanish, Political Science

Dave Bhaduri, CFA Dave Bhaduri, CFA Greater New York City Area Details
Dave Bhaduri, CFA's HD Vest Financial Services Experience August 2008 - May 2011
Job
Industry Financial Services
Experience
City National Bank  April 2012 - November 2014
JPMorgan Chase  June 2011 - April 2012
HD Vest Financial Services   August 2008 - May 2011
Merrill Lynch  January 2005 - September 2006
Merrill Lynch  February 2002 - December 2004

Skills
Excel, VBA, Microsoft Office, Word, Matlab, C++, Visual C#, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Equities, Visual Basic, Derivatives, Investments, Portfolio Management, Asset Allocation, Options, Finance, Mutual Funds, Financial Advisory, Securities, Risk Management, Fixed Income, Bloomberg, Economics, Corporate Finance, Investment Strategies, Series 7

Education
Columbia Business School   2013 — 2016
Master of Business Administration (MBA)

Baruch College   2010 — 2010
Advanced Risk and Portfolio Management

Temple University - Fox School of Business and Management   2008 — 2009
Master of Sciences

The Johns Hopkins University   1998 — 2002
Bachelor of Arts

Pomperaug HS   1994 — 1998

Barry Bonham Barry Bonham Dallas/Fort Worth Area Details
Barry Bonham's HD Vest Financial Services Experience February 2012 - July 2013
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA  July 2013 - April 2015
HD Vest Financial Services   February 2012 - July 2013
HD Vest Financial Services   February 2007 - February 2012
Wells Fargo  August 2005 - February 2007

Skills
Recruiting, Wealth Management, FINRA, Life Insurance, Fixed Annuities, Variable Annuities, Mutual Funds, Sales Process

Education
Oklahoma State University   1997 — 2001
Bachelor of Business Administration (B.B.A.), Marketing

Northeastern Oklahoma A&M College   1991 — 1993
Associate's degree, Pre-Engineering

Patrick Orsborn Patrick Orsborn Dallas/Fort Worth Area Details
Patrick Orsborn's HD Vest Financial Services Experience July 2014 - Present
Job General Support Supervisor at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   July 2014 - Present
HD Vest Financial Services   May 2012 - July 2014
City of Carrollton  December 2010 - May 2012
Baird Brothers Express Car Wash   March 2009 - December 2010

Skills
Software Documentation, Customer Service, Process Improvement, Microsoft Office, Team Leadership, Management, Troubleshooting, Windows, Microsoft Excel, Project Management, Leadership, Training, Access, Team Building, Customer Satisfaction, Financial Planning, Sales, Financial Services

Education
University of North Texas
Bachelor of Applied Arts and Science (BAAS), Public Affairs and Community Service

Mclennan Community College   2008 — 2009
Associate of Arts (A.A.), Criminal Justice

Collin County Community College   2006 — 2008
General Studies

Beverly J Worth Beverly J Worth Warsaw, Indiana Details
Beverly J Worth's HD Vest Financial Services Experience 1991 - 2014
Job Owner
Industry Financial Services
Experience
Self-employed  January 1973 - Present
HD Vest Financial Services   1991 - 2014

Skills
Coaching, Entrepreneurship, Small Business, Public Speaking, Leadership Development, Team Building, Start-ups, Personal Development, Executive Coaching, Organizational..., Fundraising, Social Networking

Education
Calvary Bible College and Theological Seminary   1960 — 1964
Bachelor of Arts (B.A.), Missions/Missionary Studies and Missiology

Juliana Talledo Juliana Talledo Irving, Texas Details
Juliana Talledo's HD Vest Financial Services Experience September 2014 - Present
Job General Support Consultant
Industry Investment Banking
Experience
HD Vest Financial Services   September 2014 - Present
Wells Fargo  February 2014 - September 2014
Wells Fargo  January 2011 - January 2014

Skills
Customer Service, Cash Handling Experience, Loss Prevention, Sales, Finance, Retail Banking, Bilingual-English/Spanis..., Loans, Credit, Banking, Cash Management, Commercial Lending

Education
University of North Texas   2011 — 2013
Bachelor of Business Administration (BBA), Finance

North Central Texas College   2008 — 2011
Associate of Science (AS)

Steve Parish Steve Parish Greenville, North Carolina Area Details
Steve Parish's HD Vest Financial Services Experience January 1996 - December 2009
Job Customer Service Associate at SOS Global Express
Industry Logistics and Supply Chain
Experience
SOS Global Express  January 1995 - Present
HD Vest Financial Services   January 1996 - December 2009
Parish& Parish Associates   January 1990 - December 2009

Skills
Microsoft Excel, Logistics, Transportation, Finance, Portfolio Management, Financial Advisory, Shipping, Warehousing, Logistics Management, Air Freight, Operations Management, Freight Forwarding, Customer Service, Management, Negotiation, Supply Chain Management, Entertainment

Education
East Carolina University   2009 — 2012
Bachelor of Science (BS), Industrial Technology

Lenior Community College   1985 — 1986
Associate in Applied Science in Aviation Management, Aviation/Airway Management and Operations

Roger Ochs Roger Ochs United States Details
Roger Ochs's HD Vest Financial Services Experience 1999 - Present
Job President & Chief Executive Officer at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   1999 - Present
HD Vest Financial Services   1995 - 1999
HD Vest Financial Services   1987 - 1995

Skills
Strategic Planning, Strategy, Business Strategy, Financial Services, Wealth Management, Investments, Strategic Partnerships, Asset Management, Portfolio Management, Mutual Funds, Retirement Planning, FINRA, Financial Advisory, Independent Financial..., Estate Planning, Series 7, Series 63, Series 24, Series 65, Series 4, Series 53, Certified Financial..., CLU, ChFC

Education
Southern Methodist University
Juris Doctor (J.D.), Law

Trinity University
Master of Business Administration (M.B.A.), Business Administration and Management, General

Angelo State University
Bachelor's Degree, Business Administration and Management, General

James Janka James Janka Greater Detroit Area Details
James Janka's HD Vest Financial Services Experience October 2011 - October 2012
Job Private Client Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  November 2012 - Present
HD Vest Financial Services   October 2011 - October 2012

Education
Florida Gulf Coast University   2004 — 2008
Bachelor's degree, Finance, General

Florida Gulf Coast University   2004 — 2008
Bachelor's degree, Marketing

Jenya Rose, EA, Taxes/ Investments/ Retirement Planning Jenya Rose, EA, Taxes/ Investments/ Retirement Planning Greater Chicago Area Details
Jenya Rose, EA, Taxes/ Investments/ Retirement Planning's HD Vest Financial Services Experience June 2015 - Present
Job Tax Preparer & Investment Advisor Rep. at Rose Tax & Financial and AirlineTaxes.com; Flight Crew Tax Specialist
Industry Financial Services
Experience
HD Vest Financial Services   June 2015 - Present
Rose Tax & Financial   January 2013 - Present
South Barrington Tax & Financial   August 2009 - January 2013
Holistic Wealth Management Group   August 2009 - January 2012
Publishers Association of Los Angeles   June 2008 - June 2010
MullinTBG  March 2006 - April 2008
H&R Block  September 2006 - April 2007
Yucaipa Companies   October 2005 - March 2006
Evolution Yoga   June 2001 - October 2004

Skills
Tax Preparation, Financial Services, Insurance

Education
The George Washington University   1990 — 1994
BA, English

Emperor's College of Traditional Oriental Medicine   1996 — 1998
Acupuncture, Herbology

Emma Willard School   1986 — 1990
High School, English, Russian

Norwich University   1989 — 1989
Russian Language Total Immersion Summer Program, Russian Studies

Summit School   1979 — 1986

Dvorah Evans, CMP, CMM, CTA Dvorah Evans, CMP, CMM, CTA Dallas, Texas Details
Dvorah Evans, CMP, CMM, CTA's HD Vest Financial Services Experience November 2014 - Present
Job HD Vest Financial Services Business Development :: LinkedIn 4,600+ :: Top 1% Viewed Profile
Industry Financial Services
Experience
HD Vest Financial Services   November 2014 - Present
HD Vest Financial Services   January 2014 - November 2014
etc. group  July 2013 - October 2013
Dallas Black Chamber of Commerce   April 2011 - July 2013
Dallas Black Chamber of Commerce   November 1996 - July 2013
Association of Wedding Professionals   May 2012 - May 2012
Richland College-Travel, Exposition and Meeting Management Division   April 2000 - March 2008
Meeting Professionals International  July 2004 - June 2006
Dallas Black Chamber of Commerce   November 1994 - November 1996
Law Of Robinson, West & Gooden, P.C.   September 1992 - November 1994

Skills
Microsoft Access, Email Marketing & Design, Public Speaking, Public Relations, Proficient in Microsoft..., Creative Writing &..., Graphic Design, Publication Development..., Marketing Strategy &..., Meeting Management &..., Expertise in strategic..., Event Planning, Event Management, Production, Tourism, Event Marketing, Special Events, Meeting Planning, Trade Shows, Conferences, Volunteer Management, Fundraising, Contract Negotiations, Marketing Communications, Sponsorship, Social Networking, Social Media Marketing, Budget Management, Market Planning, Program Development, Media Relations, Time Management, Non-profits, Budgeting, Creative Problem Solving, Social Media, Corporate Communications, Entertainment, Advertising, Press Releases, Corporate Events, Coordination, Promotions, Hospitality, Community Relations, Mentoring, Food & Beverage, Integrated Marketing, Team Building, Registration

Education
Certificate in Meetings Management (CMM)   2011 — 2011
Meeting Professionals International (MPI), CMM

Certified Tourism Ambassador (CTA)   2011 — 2011
CTA, Tourism and Travel Services Management

Tourism Ambassador Institute & Tourism Alliance of North Texas   2011 — 2011
CTA-Certified Tourism Ambassador, Tourism and Travel Services Marketing Operations

Convention Industry Council (CIC)   2001 — 2002
CMP, Certified Meeting Professional

Certified Meeting Professional (CMP)   2000 — 2001
CMP, Meeting and Event Planning

Prairie View A&M University   1988 — 1992
Associate, Political Science, English Literature

Jared W Ford, CFP® Jared W Ford, CFP® Dallas/Fort Worth Area Details
Jared W Ford, CFP®'s HD Vest Financial Services Experience March 2006 - August 2013
Job Consultant at Johnson and Company, P.C.
Industry Investment Management
Experience
Johnson and Company, P.C.   August 2013 - Present
HD Vest Financial Services   March 2006 - August 2013

Skills
Strategic Financial..., Analysis, Retirement Planning, Wealth Management, Business Planning, Financial Analysis, Financial Advisory, Financial Planners, Fixed Annuities, Risk Management, Insurance, Life Insurance, Employee Benefits, Financial Services, Mutual Funds, Series 7, Retirement, Leadership

Education
Texas A&M University   1997 — 2001
Bachelor of Science, Industrial Distribution Engineering

Heather Gantt Heather Gantt Dallas, Texas Details
Heather Gantt's HD Vest Financial Services Experience August 2012 - Present
Job Wealth Management Consultant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   August 2012 - Present
TMA Systems  October 2011 - August 2012
Morgan Stanley Smith Barney  September 2006 - July 2011
Capital Assets, Inc  August 2005 - September 2006

Skills
Bilingual -..., Series 7, Financial Advisory, Wealth Management, IRA's, Retirement Planning, Mutual Funds, Series 66, Client Development, Asset Allocation, IRAs, Uniform Combined State..., 401k, French, Financial Planning, Investment Advisory, Financial Services, Series 63, Finance, Business Development, Management, Retirement, Strategic Financial...

Education
Oklahoma State University   2001 — 2005
Bachelor of Science, International Business

Alicia Brown Alicia Brown Seattle, Washington Details
Alicia Brown's HD Vest Financial Services Experience 2010 - September 2013
Job Woman in Technology, Data Analyst
Industry Information Technology and Services
Experience
Socrata  January 2015 - Present
H.D. Vest Financial Services   2010 - September 2013
Wells Fargo, Wells Fargo Advisors   2007 - 2010
Wells Fargo  2001 - 2007
HD Vest Financial Services   2000 - 2001
The Home Depot  1997 - 1999
Calloway's Nursery  1994 - 1996

Skills
Microsoft Power Query, Microsoft Excel Pivot..., Tableau, DAX, SQL, Tableau Public, Python, Microsoft Excel Power..., R, R Studio, T-SQL, Microsoft SQL Server, Data Visualization, Microsoft Excel, Excel VBA, Agile Methodologies, Agile Project Management, Requirements Analysis, SharePoint, XML, Scrum, JavaScript, Enterprise Architecture, Requirements Gathering, Visio, ASP, Map Reduce, Vendor Management, Cloud Computing, Amazon Web Services..., SDLC, TFS, Test Driven Development, Bootstrap, Github, PowerPoint, Ruby on Rails, C#, Kanban, Wikis, Google Books API, VBScript, Microsoft Team..., Microsoft Project, Microsoft PowerPoint, Pair Programming, Lean

Education
TCU - Neeley School of Business   1997 — 2000
MBA, Business

UW Professional & Continuing Education   2014 — 2015
Certificate, Business Intelligence - Techniques for Decision Making

The Johns Hopkins University   2014 — 2014
Data Science Specialization - Verified Certificate

Texas A&M University   1989 — 1993
BA, Cultural Anthropology

Paul L. Goenner Paul L. Goenner Greater Minneapolis-St. Paul Area Details
Paul L. Goenner's HD Vest Financial Services Experience June 2009 - October 2010
Job
Industry Financial Services
Experience
ClearStep Financial   October 2013 - Present
The Strategic Financial Alliance  November 2010 - Present
Global View Capital Advisors  November 2010 - October 2013
HD Vest Financial Services   June 2009 - October 2010

Skills
Investments, Financial Advisory, Financial Services, Strategy, Securities, Small Business, Training, Finance, Wealth Accumulation, Retirement Planning, Fixed Annuities, Retirement

Education
Anoka Ramsey Community College   1980 — 1988
AS, Electronic Engineering Technology

St. Cloud State University

Karen Zeigler Karen Zeigler North Fort Myers, Florida Details
Karen Zeigler's HD Vest Financial Services Experience May 2001 - December 2009
Job Management Consulting/Coaching Professional
Industry Management Consulting
Experience
Self-employed  2010 - Present
HD Vest Financial Services   May 2001 - December 2009
Bank of America  January 1988 - April 2001

Skills
Public Speaking, Creative Writing, Life Coaching, Strategic Consulting, Creative Problem Solving, Analysis, Organizational..., Team Effectiveness, Marketing Communications, Strategic Planning, Strategic Communications, Operational Efficiency, Management Consulting, Collaborative Problem..., Brainstorm Facilitation, Contingency Planning, Business Excellence, Career Counseling, Strategic Financial..., Business Process..., Business Strategy, Executive Coaching, Keen Listener, Personal Effectiveness, Teaching Adults, Knowledge-hungry Learner, Leadership Development, Thought Leadership, Strategic Leadership, Conflict Resolution, Conflict Management, Confidentiality, Asking Questions, Knowledge Sharing, Mentoring Of Staff, Group Training, Vision Development, Strategic Vision, Project Management, Project Planning, Creative Strategy, Strategic Thinking, Thinking Outside The Box, Big-picture Thinking, Critical Thinking, Social Media, Blogger, Business Planning, Consulting, Small Business

Education
Coach University   2007 — 2008
General, Life Coaching

Florida State University   1985 — 1987
Bachelor of Science (B.S.), Finance, General

Tallahassee Community College   1983 — 1985
Associate of Arts (A.A.), Business/Commerce, General

Davin Swanson Davin Swanson Greater Minneapolis-St. Paul Area Details
Davin Swanson's HD Vest Financial Services Experience November 2012 - Present
Job Financial Advisor at HD Vest Financial Services
Industry Insurance
Experience
Hatzung Insurance   2010 - Present
HD Vest Financial Services   November 2012 - Present
COUNTRY ® Financial  2005 - 2010

Skills
Long Term Care Insurance, Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Sales, Fixed Annuities, Whole Life

Education
Bemidji State University   2001 — 2004
management

Julius Moore Julius Moore Dallas/Fort Worth Area Details
Julius Moore's HD Vest Financial Services Experience December 2013 - Present
Job Project Manager at HD Vest Financial Services
Industry Information Technology and Services
Experience
HD Vest Financial Services   December 2013 - Present
Dell Services  August 2010 - August 2013
Allstate Insurance  August 2005 - November 2009
Allstate Insurance  August 2002 - September 2005
US Army  September 1980 - December 1983

Skills
ITIL, Project Management, PMP, CRM, PMO, Telecommunications, Cloud Computing, Business Analysis, Management, Troubleshooting, Cross-functional Team..., Team Leadership, Project Planning, Networking, Leadership, Testing, Product Management, Vendor Management, Training, Service Delivery, Security, Process Improvement, Business Process..., Program Management, Integration, Resource Management, SharePoint, Information Technology, Visio, SDLC, Project Portfolio..., IT Strategy, IT Service Management, Software Project..., Software Documentation, IT Management, Business Process, Requirements Gathering, Disaster Recovery, Change Management, MS Project, Requirements Analysis, Project Delivery, Access, Outsourcing, Data Center, Enterprise Architecture, Software Development, IT Operations

Education
Alcorn State University   1976 — 1980
BS, Technology / Electronics

Leadership Allen
City of Allen Chamber of Commerce

Warren S Banfield EA Warren S Banfield EA Washington D.C. Metro Area Details
Warren S Banfield EA's HD Vest Financial Services Experience 2012 - Present
Job Owner at WSB Tax Group
Industry Accounting
Experience
WSB Tax Group   September 1997 - Present
HD Vest Financial Services   2012 - Present
Emmanuel SDA Church   2013 - 2015
American Express Financial Advisors  July 1997 - July 2001
Columbia Hospital for Women  May 1984 - August 1997

Skills
Tax, IRS, Financial Planners, Tax Preparation, Securities, Income Tax, Corporate Tax, Accounting, Estate Planning, Tax Returns, Tax Advisory, Tax Accounting, Personal Tax Planning, Tax Law, Small Business, Bookkeeping, QuickBooks, High Net Worth..., Retirement Planning, Risk Management, Investments, Personal Finance, Insurance, Budgets, Finance

Education
The American College   2000 — 2001
Financial Planning and Services

Southern Adventist University
Bachelor's degree, Accounting and Finance

Brandon Childers Brandon Childers Mckinney, Texas Details
Brandon Childers's HD Vest Financial Services Experience September 2011 - April 2014
Job Experienced Information Security Professional, Innovative Manager, and a Creative Architect.
Industry Security and Investigations
Experience
ExxonMobil  January 2015 - Present
XTO Energy  March 2014 - December 2014
HD Vest Financial Services   September 2011 - April 2014
ARINC  September 2010 - September 2011
Digital Matrix Systems  February 2008 - September 2010
EDS an Hewlett-Packard company   February 2000 - February 2008

Skills
Information Security..., Project Management, Security Compliance, Information Security, SDLC, Disaster Recovery, Strategic IT Management, Risk Management, Vulnerability Assessment, CISSP, CISA, Security Audits, Intrusion Detection, Vendor Management, Firewalls, IDS, Threat & Vulnerability..., Vulnerability Scanning, Network Security, Penetration Testing, Incident Response, Security Policy, Security, Risk Assessment, Leadership, Incident Management, ISSMP, Information Security..., Operational Risk..., Strategic Planning, Information Security..., Standards Compliance, Change Management, Vulnerability Management, Business Continuity..., Data Loss Protection, Information Security..., Security Operations, HIPAA, FINRA, PCI Standards, ISO 27002:2005, NIST 800-53, PCI DSS, SIEM, COBIT, ITIL, Sarbanes-Oxley, Gramm-Leach-Bliley, Security Clearance

Education
Texas Tech University
Microbiology, General

The University of Texas at Dallas
Microbiology, General

Chris Bixby, CFP®, EA, CLU® Chris Bixby, CFP®, EA, CLU® Greater Seattle Area Details
Chris Bixby, CFP®, EA, CLU®'s HD Vest Financial Services Experience 2001 - 2004
Job Senior Relationship Manager at KeyBank
Industry Banking
Experience
KeyBank  March 2014 - Present
National Association of Tax Professionals  September 2006 - Present
KeyBank  June 2013 - February 2014
Land Grant University Tax Education Foundation   2011 - 2014
KeyBank  February 2012 - June 2013
KeyBank  November 2009 - February 2012
The University of Vermont Continuing and Distance Education  2005 - 2012
Bixby & Associates Financial Solutions   January 2002 - November 2009
Champlain College  2008 - 2008
HD Vest Financial Services   2001 - 2004

Skills
Estate Planning, Strategic Financial..., Retirement Planning, Investments, Financial Planners, Tax, Financial Advisory, Financial Services, Wealth Management, Retirement, Asset Allocation, Mutual Funds, High Net Worth..., Investment Strategies, Portfolio Management, Banking, Commercial Lending, Investment Management, Risk Management, Finance, Employee Benefits, Wealth

Education
Pacific Coast Banking School   2014 — 2016

Saint Michael's College   2004 — 2012
M.S., Administration

Bob Jones University   1993 — 1997
B.S., Financial Management

P.J. Herb P.J. Herb Houston, Texas Area Details
P.J. Herb's HD Vest Financial Services Experience January 2013 - June 2013
Job Wealth Management Advisor at Peter L. Herb, CPA, PC
Industry Financial Services
Experience
Peter L. Herb, CPA, PC   July 2013 - Present
HD Vest Financial Services   January 2013 - June 2013
H.D. Vest Financial Services   May 2012 - December 2012
Putterman Scharck & Associates   May 2011 - July 2011
Abilene Christian University  August 2010 - May 2011
Memorial Church of Christ   May 2007 - July 2009

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Financial Analysis, Social Media, Leadership, Research, Accounting, Financial Reporting, Marketing, Event Planning, Access, Budgets, Data Analysis, Training, Teaching, Business Analysis

Education
Abilene Christian University   2008 — 2012
BS, Financial Management

Paul Brar Paul Brar Fresno, California Area Details
Paul Brar's HD Vest Financial Services Experience September 2011 - Present
Job CPA at Brar Accountancy Corporation
Industry Accounting
Experience
Brar Accountancy Corporation   June 2015 - Present
HD Vest Financial Services   September 2011 - Present
Valley Health Team   January 2011 - Present
Jorgensen Brar Accountancy Corporation   November 2009 - June 2015
Paul Brar, CPA   November 2007 - December 2009
Wiebe & Associates, CPA   February 2001 - November 2007

Skills
Income Tax, Real Estate Transactions, Compilation Of..., Corporate Tax, Bookkeeping, Farms, Construction Accounting, Non-profits, Trucking, Family Business, Professional..., Sectin 1031 Planning, Buy/Sell Agreements, Estate Planning, Financial Statements, Accounting, Buy-sell Agreements, Nonprofits, Tax Preparation, Small Business, Financial Accounting, Financial Analysis, Tax

Education
California State University-Fresno   2002 — 2007
Bachelor's degree, finance/accounting

Peter P. Le Peter P. Le San Diego, California Details
Peter P. Le's HD Vest Financial Services Experience February 2015 - Present
Job Principal Consultant Investment Adviser at THP FINANCIAL
Industry Management Consulting
Experience
HD Vest Financial Services   February 2015 - Present
THP International   January 2010 - Present
LPL Financial  June 2014 - January 2015
Vietnam German University   January 2010 - June 2010
Microsoft  March 2006 - September 2007
Citi  May 2004 - March 2006
Investor Business Daily   November 2002 - May 2004
Dell, Inc.   July 2000 - September 2002
Advanced Micro Devices  April 1997 - July 2000
Medical Data Management  September 1995 - March 1997

Skills
Business Intelligence, Analytics, Program Management, Business Process, SDLC, Data Warehousing, Business Analysis, Integration, Enterprise Software, SQL, Software Development, Microsoft SQL Server, Agile Methodologies, Data Modeling, Sig Sigma, Solution Architect, Project Planning, Financial Planning &..., ITIL Process, PMBOK, HIPAA, ICD-9, Good Clinical Practices, SOX 404, 21 CFR Part 11

Education
Massachusetts Institute of Technology - Sloan School of Management   2008 — 2009
Executive Education Certificate

San Jose State University   2007 — 2008
MBA

University of California, Irvine   2002 — 2003
Curriculum in Certfied Financial Planner (FINRA)

The University of Texas at Austin   1993 — 1995
BBA

Tuesday Cannon Tuesday Cannon Dallas/Fort Worth Area Details
Tuesday Cannon's HD Vest Financial Services Experience February 1998 - October 1999
Job Director, Human Resources, Wedding & Events Coordinator at First Baptist Carrollton
Industry Religious Institutions
Experience
First Baptist Carrollton   October 1999 - Present
First Baptist Church Carrollton  October 1999 - April 2011
HD Vest Financial Services   February 1998 - October 1999

Skills
Public Speaking, Leadership Development, Event Planning, Team Building, Strategic Planning, Leadership, Teaching, Human Resources, Microsoft Office, Customer Service, Training, Employee Relations, Volunteer Management, Community Outreach, Fundraising, Nonprofits, Process Improvement, Organizational..., Team Leadership

Education
Oklahoma Baptist University   1992 — 1997
BBA, Finance

Jeffrey M. Fabbri, CPA, AIF® Jeffrey M. Fabbri, CPA, AIF® Lisle, Illinois Details
Jeffrey M. Fabbri, CPA, AIF®'s HD Vest Financial Services Experience January 2006 - August 2007
Job Private Wealth Manager at UPSTREAM Investment Partners | Certified Public Accountant | Accredited Investment Fiduciary®
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC  February 2013 - Present
Wells Fargo Advisors  August 2007 - February 2013
HD Vest Financial Services   January 2006 - August 2007
Jeffrey M. Fabbri, CPA, CSEP, P.C.   August 2003 - August 2007
Coughlin, Jenkins & Fabbri, LLC   August 1997 - August 2003
United States Air Force  1979 - 1983

Skills
Retirement Income..., Estate Planning, Investment Advisory, Income Tax, Financial Projection, College Savings Plans, Finance, Financial Planning, Small Business, Retirement, Investments, Accounting

Education
Loyola University Chicago   1978 — 1985
Bachelor of Science (B.S.), Accounting

Triton College   1973 — 1976
Associate of Science (AS), Accounting and Business Administration

Larry Noftsier Larry Noftsier Castorland, New York Details
Larry Noftsier's HD Vest Financial Services Experience 2014 - Present
Job Financial Advisor, Tax Preparer
Industry Accounting
Experience
HD Vest Financial Services   2014 - Present
Tax Service  January 2011 - Present
Lewis County DSS   March 2007 - Present
Stephen C. Foy, Inc.   February 2005 - March 2007

Skills
Accounting, Bookkeeping, Tax, Tax Preparation, QuickBooks, Income Tax, Tax Returns, Small Business, Financial Reporting, Payroll, Auditing, Accounts Payable, Microsoft Excel, Budget, Registered Tax Return..., Finance

Education
SUNYIT UTICA   2003 — 2005
Bachelor of Science (BS), BUSINESS/FINANCE

Jefferson Community College   2001 — 2003
Associate's degree, Business Administration and Management, General

Pete Kaplan Pete Kaplan Cleveland/Akron, Ohio Area Details
Pete Kaplan's HD Vest Financial Services Experience January 1999 - December 2004
Job President at PK Financial Group Inc
Industry Investment Management
Experience
PK Financial Group Inc.   January 2005 - Present
HD Vest Financial Services   January 1999 - December 2004
Morgan Stanley Wealth Management  September 1995 - December 1998

Skills
Health Insurance, Strategic Planning, Consulting, Investments, Strategic Financial..., Sales Management, Team Building, Business Development, Financial Analysis, Contract Negotiation, Sales, New Business Development

Education
Kent State University   1990 — 1995
Business Management, Finance

Mayfield High School   1987 — 1990

Durwayne Link Durwayne Link Charlotte, North Carolina Area Details
Durwayne Link's HD Vest Financial Services Experience February 2007 - September 2011
Job Messer Financial (Independent Broker)
Industry Financial Services
Experience
Wells Fargo Advisors  2014 - 2015
Messer Financial Group  2013 - 2014
TIAA-CREF  September 2011 - June 2013
HD Vest Financial Services   February 2007 - September 2011
Bank of America  January 2000 - March 2003
First Union Brokerage Services  March 1999 - September 2001

Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Investments, Asset Allocation, Securities, Fixed Annuities, Strategic Financial..., Series 6, IRAs, 401k, Investment Advisory, Financial Planning

Education
Elizabeth City State University

Dennis Janak Dennis Janak Justin, Texas Details
Dennis Janak's HD Vest Financial Services Experience April 2014 - Present
Job Help Desk Technician at HD Vest Financial Services
Industry Computer Software
Experience
HD Vest Financial Services   April 2014 - Present
H.D. Vest Financial Services   October 2000 - April 2014

Skills
Computer Hardware, Microsoft Office, Home Networking, HTML, Windows, Active Directory, Visio, JavaScript, Cisco Technologies, Technical Support, Operating Systems, Microsoft SQL Server, Windows Server, Hardware, OSI Model, TCP/IP protocols, Subnetting, Windows Server 2008, Web Design Technologies, XHTML, CSS, Network Administration

Education
Western Governors University   2012 — 2016
Bachelor of Science in Information Technology - Network Administration, Information Technology, Student

Southwest Texas State University   1995 — 1998
Computer Science/Music Education

Hallettsville High School   1991 — 1995

Ben K Mensah CPA/PFS, CGMA, EA, MST, MSA Ben K Mensah CPA/PFS, CGMA, EA, MST, MSA Worcester, Massachusetts Details
Ben K Mensah CPA/PFS, CGMA, EA, MST, MSA's HD Vest Financial Services Experience July 2014 - Present
Job CPA Personal Financial Specialist & Tax Practitioner Tax Express Group
Industry Accounting
Experience
HD Vest Financial Services   July 2014 - Present
Tax Express Group   January 2000 - Present
MAK  January 2008 - September 2009
Liberty Mutual  September 1994 - October 1999

Skills
CPA, Tax, Tax Preparation, IRS, Tax Research, Tax Accounting, Tax Law, Corporate Tax, Income Tax, Partnership Taxation, International Tax, US Tax, Tax Audit Representation, Sales Tax, Strategic Financial..., IRS Enrolled Agent, IRS problem resolution, Multi-state tax returns, Pass-through Entities, Foreign Tax Credit, Small Business, Estate Tax Planning, International Tax..., Offers in Compromise, Business Entity..., 1120S, Like-Kind Exchanges, Individual Returns, Personal Tax Planning, Transfer Pricing..., Tax Dispute Resolution, Voluntary Disclosure, Estate Planning, Tax Deferred Exchanges, Domicile, Foreign Nationals, Transfer Pricing, IRS - Tax Practioner, Fellow - National Tax..., Tax Representation &..., Financial Planning, Tax Compliance, Tax Return Preparation, OECD, Financial Reporting

Education
Bentley University   2011 — 2012
Masters of Science, Taxation

Suffolk University   1998 — 2000
Masters of Science, Accountancy

Bentley University   1987 — 1991
Bachelors, Accounting

Carl Domingue, CFP®, CAP®, AEP® Carl Domingue, CFP®, CAP®, AEP® Houston, Texas Area Details
Carl Domingue, CFP®, CAP®, AEP®'s HD Vest Financial Services Experience January 2009 - September 2010
Job VP, Wholesaler, Retirement Planner, Coach & Mentor
Industry Financial Services
Experience
Global Fortune 100 Financial Services Firm   March 2011 - Present
HD Vest Financial Services   January 2009 - September 2010
AXA Financial  May 2001 - December 2008
AXA Equitable  1996 - 2001
FDIC-Federal Deposit Insurance Corp   1990 - 1996

Skills
Wealth Management, Investments, Series 7, Financial Services, Estate Planning, Series 63, Financial Advisory, Insurance, Financial Planners, Retirement, Strategic Financial..., Variable Annuities, Asset Allocation, Investment Advisory, Mutual Funds, Life Insurance, High Net Worth..., Strategic Planning, Wealth Management..., Leadership, Certified Financial..., Executive Coaching, Charitable Giving, Advanced Markets, Seminar Speaker, Trusts, Charitable Trusts, Management, Team Building, Sales Management, Executive Management, Charitable Gift Planning, Presentation Skills, Coaching, Coaching & Mentoring, Closings

Education
The American College   2011 — 2012
AEP® (Accredited Estate Planner®), Advanced Markets

Louisiana State University and Agricultural and Mechanical College
Bachelor of Science, Marketing

Richard Hermerding,MBA,MSIS,MA, CPA,CGMA,CFE,CMA Richard Hermerding,MBA,MSIS,MA, CPA,CGMA,CFE,CMA San Francisco Bay Area Details
Richard Hermerding,MBA,MSIS,MA, CPA,CGMA,CFE,CMA's HD Vest Financial Services Experience 2005 - 2010
Job Principal / ConsultantThe Silicon Valley Accounting Group
Industry Accounting
Experience
The Silicon Valley Accounting Group   2013 - Present
PATCA - Professional and Technical Consultants Association   2012 - 2014
Hermerding and Associates   2011 - 2012
OLIVO-CPA (HD Vest Financial Services)   August 1999 - December 2010
HD Vest Financial Services   2005 - 2010
SOAProjects  2004 - 2009
Morgan Stanley  2003 - 2004
Lytton Gardens Senior Communities   2000 - 2002
Smurfit-Stone  September 1998 - July 1999
Rigging International   April 1995 - September 1998

Skills
Sarbanes-Oxley Act, Accounting, Internal Controls, Auditing, Internal Audit, Financial Reporting, Managerial Finance, Finance, Strategic Financial..., Mergers & Acquisitions, Management, Risk Management, Start-ups, Forensic Accounting, Cash Management, Forecasting, Analysis, CPA, Fraud, Due Diligence, Financial Modeling, Financial Analysis, SEC filings, Cash Flow, Corporate Finance, Financial Accounting, Cost Accounting, Audit, Insurance, Real Estate, Banking, US GAAP, Corporate Management, Compliance Management, Financial Control, Financial Management, Financial Risk, Revenue Recognition, IFRS, Budget Analysis, Expert Witness, Financial Planning, GAAP, Governance, Mediation, Strategic Planning, Mortgage, Risk, Senior LIving, Tax

Education
Golden Gate University   1993 — 1999
MS, Information Systems

Ohio University
MA, International Business/International Affairs

Ohio University
MBA, Accounting and Finance

Ohio University
BA, German and Russian

The University of Salzburg, or Paris Lodron University Universität Salzburg)
German Language Studies, Liberal Arts and Sciences, General Studies and Humanities

Defense Language Institute-Monterey, CA
Certificate, Russian Language

Lindsey Harper Willis Lindsey Harper Willis Beaufort, North Carolina Details
Lindsey Harper Willis's HD Vest Financial Services Experience October 2015 - Present
Job Financial Advisor at HD Vest Financial Services
Industry Accounting
Experience
HD Vest Financial Services   October 2015 - Present
Open Water Group   July 2015 - Present
Harper Landscaping   June 2011 - Present
Lessons by Lindsey   June 2010 - Present
MassMutual Financial Group  May 2013 - January 2015
Miss Rodeo Virginia Program   January 2012 - January 2013
Frank H. Harper CPA   April 2007 - June 2011
Wilson Chamber of Commerce   January 2010 - January 2011

Skills
Marketing, Financial Accounting, Tax Preparation, Marketing Communications, Business, Communication Skills, Public Speaking, Public Relations, QuickBooks, Microsoft Excel, Microsoft Word, Social Media Marketing, Management, Disability Insurance, Small Business..., Licensed Life & Health..., Retail, Social Networking, Event Planning, Strategic Planning, Accounting, Small Business, Horses, Social Media, Accounts Receivable, Insurance, Payroll, Accounts Payable, Bookkeeping, Tax, Strategic Financial..., Leadership, Budgets, Time Management, Financial Analysis

Education
Barton College   2009 — 2013
Batchelor of Science, Accounting and Business/Management, Senior

Shelley Schexnayder Shelley Schexnayder Dallas/Fort Worth Area Details
Shelley Schexnayder's HD Vest Financial Services Experience February 2015 - Present
Job Marketing Consultant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   February 2015 - Present
HD Vest Financial Services   February 2014 - Present
HD Vest Financial Services   November 2011 - February 2014
HD Vest Financial Services   June 2010 - October 2011
Espejo, SMU's online literary magazine   January 2010 - May 2010
Metropolitan Dance Theatre of New Orleans   August 2004 - May 2006

Skills
being awesome, Series 6, Microsoft Word, Microsoft Excel, Microsoft Office, Management, Customer Service, Research, Investments, Financial Advisory, Marketing, Insurance, Editing, Social Media, Retirement Planning, Financial Services, Financial Planning

Education
Southern Methodist University   2014 — 2017
Master's degree, Liberal Arts and Sciences/Liberal Studies

Southern Methodist University   2006 — 2010
BA, English/Creative Writing (major) and Political Science (minor)

Carlie Wagner Carlie Wagner Des Moines, Iowa Details
Carlie Wagner's HD Vest Financial Services Experience November 2004 - March 2006
Job Business Relationship Manager at Voya Financial
Industry Insurance
Experience
Voya Investment Management  April 2011 - Present
ING  April 2006 - April 2011
HD Vest Financial Services   November 2004 - March 2006

Skills
Series 6, Series 63, Series 7, Series 24, Insurance, Financial Services, Relationship Management, Fixed Annuities, Retirement Planning, Business Development, Vendor Management, Sales, Investments, Process Improvement

Education
University of Northern Iowa   1999 — 2001

North Iowa Area Community College   1997 — 1999

Laura Liberatore Laura Liberatore Greater Pittsburgh Area Details
Laura Liberatore's HD Vest Financial Services Experience September 2013 - Present
Job Financial Advisor at Ivana Liberatore CPA, CFP®, and Associates
Industry Financial Services
Experience
Ivana Liberatore CPA, CFP®, and Associates   September 2013 - Present
HD Vest Financial Services   September 2013 - Present
UPMC  June 2011 - September 2013
MAXWELL REALTY CO   September 2010 - May 2011
Merck  June 2010 - August 2010
GACC Printing   August 2008 - August 2009
MARC USA  March 2008 - June 2008
Kolbrener  May 2007 - August 2007
Consol Energy  May 2006 - August 2007

Skills
Market Research, Marketing, PowerPoint, Marketing Communications, Public Relations, Microsoft Office, Press Releases

Education
Duquesne University   2013 — 2014
Executive Certificate in Financial Planning Program

Drexel University   2009 — 2011
MBA, Finance and Marketing

Duquesne University   2004 — 2008
Bachelor of Science in Business Administration, Marketing, Advertising, Public Relations

Katherine Clem Katherine Clem Dallas/Fort Worth Area Details
Katherine Clem's HD Vest Financial Services Experience May 2011 - Present
Job Compliance Examiner at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   May 2011 - Present
Wells Fargo  May 2008 - May 2011

Skills
Finance, Management, Banking

Education
Collin County Community College   2011 — 2016
Associate's degree, Business Administration and Management, General, 3.20

Allen High School   1987 — 1991
General High School Diploma, General High School Diploma

Bianca Buchanan Bianca Buchanan Dallas, Texas Details
Bianca Buchanan's HD Vest Financial Services Experience August 2013 - October 2014
Job Content Marketing Specialist
Industry Writing and Editing
Experience
Behringer  October 2014 - Present
HD Vest Financial Services   August 2013 - October 2014
HD Vest Financial Services   April 2012 - August 2013
Weber Shandwick  September 2011 - January 2012
Mississippi Department of Health  February 2011 - September 2011
The Clarion Ledger Newspaper   January 2008 - February 2011
The House of Blues   March 2006 - June 2006
ABC News 26   March 2006 - June 2006
Louisiana State University  June 2005 - July 2005

Skills
Social Media, Public Relations, Facebook, Editing, Content Writing, Proofreading, Press Releases, Financial Services, Storytelling, Marketing, Journalism, Marketing Communications, AP Style, Blogging, Graphic Design, Copy Editing, Writing, Media Relations

Education
Dillard University   2003 — 2007
Bachelor of Arts, Mass Communications

Mary-Frances Taylor Mary-Frances Taylor Malone, New York Details
Mary-Frances Taylor's HD Vest Financial Services Experience January 2003 - January 2014
Job Town Supervisor at Town of Bombay
Industry Financial Services
Experience
Town of Bombay   January 2010 - Present
Dragon Benware Financial Services   2000 - Present
HD Vest Financial Services   January 2003 - January 2014

Skills
Finance, Financial Analysis, Financial Planning, Financial Reporting, Risk Management, Financial Services, Investments, Portfolio Management, Financial Risk, Asset Management

Education
State University of New York College at Plattsburgh   1985 — 1989
B.S., Professional Accounting

Salmon River Central School   1981 — 1985

Antoine Clark Antoine Clark Irving, Texas Details
Antoine Clark's HD Vest Financial Services Experience February 2010 - Present
Job Licensing Consultant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   February 2010 - Present
Wells Fargo  April 2008 - February 2010

Education
Florida Agricultural and Mechanical University   2001 — 2006
Bachelor of Business Administration (BBA), Agribusiness/Agricultural Business Operations

Landis Ware Landis Ware Dallas/Fort Worth Area Details
Landis Ware's HD Vest Financial Services Experience October 2013 - Present
Job Graphic Design Consultant at HD Vest Financial Services
Industry Design
Experience
HD Vest Financial Services   October 2013 - Present
Freelance Design  January 2011 - Present
Baylor University Athletic Department   January 2013 - May 2013
Los Angeles Angels  June 2011 - March 2013

Skills
Print Design, Visual Identity Design, Advertising, Typography, Adobe Creative Suite, InDesign, Mac, Layout, Adobe Acrobat, Brochures, Dreamweaver, Illustrator, Logo Design, Graphic Design, Illustration, Art Direction

Education
Baylor University   2007 — 2013
Bachelor of Fine Arts (BFA), Graphic Design

Jessica Harrington Jessica Harrington Dallas/Fort Worth Area Details
Jessica Harrington's HD Vest Financial Services Experience March 2014 - Present
Job Practice Management Consultant HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   March 2014 - Present

Skills
Event Planning, Non-profits, Public Relations, Social Media, Assessment, Restaurants, Training, Communication, Community Outreach, Customer Satisfaction, Customer Service, Marketing, Team Building, Program Management, Fundraising, Nonprofits, Volunteer Management, Technology Needs..., Social Media Marketing, Marketing Communications, Social Networking, Event Management, Leadership, Budgets, Microsoft Office, Microsoft Word, Management, Proposal Writing, Recruiting, Leadership Development, Strategic Planning, Access

Education
The University of Texas at Dallas   2015 — 2016
Graduate Certificate, Executive and Professional Coaching

Grand Valley State University   2001 — 2005
BA, Marketing

Macquarie University   2005 — 2005
Study Aboard, Public Administration

Dondero High School   1997 — 2001

Ken Cargill Ken Cargill Amarillo, Texas Details
Ken Cargill's HD Vest Financial Services Experience February 2005 - October 2013
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company  September 2013 - Present
NYLIFE Securities LLC  October 2013 - Present
HD Vest Financial Services   February 2005 - October 2013
Kenneth H. Cargill, CPA, PC   January 2000 - July 2013

Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Buy-sell Agreements, Education Funding..., Estate Planning, Investments, IRA Rollovers, Key Person Insurance, Life Insurance, Life Insurance..., Lifetime Income..., Protection..., Retirement, Retirement Planning, Wealth Preservation...

Education
Wayland Baptist University, Plainview, TX   1980 — 1982
Bachelor's Degree, Accounting

Texas Tech University   1979 — 1980
Accounting

Jennifer Winchell Jennifer Winchell Greater Nashville Area Details
Jennifer Winchell's HD Vest Financial Services Experience 2005 - Present
Job Certified Public Accountant and Financial Planner
Industry Accounting
Experience
Jim Durham CPA   March 2001 - Present
HD Vest Financial Services   2005 - Present

Skills
Tax, Retirement Planning, Accounting, Income Tax, Strategic Financial..., Bookkeeping, Corporate Tax, Tax Returns, QuickBooks, Sales Tax, Payroll Taxes, Tax Preparation, IRS, Small Business, CPA, Financial Planning, Tax Advisory, Finance

Education
Shorter University   2012 — 2014
Master's Degree, Accountancy

Belmont University   2009 — 2010
Liberal Studies, Accounting

Nashville State Community College   2001 — 2004
Associate, Computer Accounting

Dana Vaughn Dana Vaughn Dallas/Fort Worth Area Details
Dana Vaughn's HD Vest Financial Services Experience May 2014 - Present
Job Experienced Marketing Communications Professional
Industry Marketing and Advertising
Experience
HD Vest Financial Services   May 2014 - Present
LegacyTexas  July 2012 - May 2014
LegacyTexas  May 2011 - July 2012
Trustpoint Management Group, LLC   April 2010 - May 2011
In The Event   February 2009 - April 2010
Margulies Communications Group   March 2007 - January 2009
Margulies Communications Group   February 2006 - March 2007
TimePiece PR & Marketing   May 2005 - August 2005
Florida Democratic Party  March 2003 - April 2005

Skills
Event Planning, Public Relations, Marketing Strategy, Newsletters, Email Marketing, Customer Service, Social Media, Marketing Communications, Publicity, Marketing, Microsoft Office, Editing, Advertising, Event Management, Leadership, Social Media Marketing, Public Speaking, Nonprofits, Web Content, PowerPoint, Management, CRM, Training, Sales, Market Research, Account Management, Budgets, Leadership Development, Social Networking, Fundraising, Strategic Planning, Sponsorship, Media Relations, Writing, Project Management, Press Releases, Corporate Communications, Integrated Marketing, Strategy, Strategic Communications, Blogging, Communication, Market Planning, Direct Mail

Education
Texas Woman's University   2009 — 2011
Master of Business Administration (M.B.A.), Management

Florida A&M University   2001 — 2005
Bachelor's Degree, Public Relations

Lake Highlands High School   1999 — 2001

Shataria Lawrence, M.A., PHR, SHRM-CP Shataria Lawrence, M.A., PHR, SHRM-CP Dallas/Fort Worth Area Details
Shataria Lawrence, M.A., PHR, SHRM-CP's HD Vest Financial Services Experience February 2014 - July 2015
Job Corporate Recruiter at CEC Entertainment
Industry Restaurants
Experience
CEC Entertainment  July 2015 - Present
HD Vest Financial Services   February 2014 - July 2015
ALCO Stores, Inc  April 2013 - February 2014
MedSynergies  July 2012 - March 2013
Addison Search  February 2012 - July 2012
Capital One Bank  October 2010 - February 2012
Wells Fargo Bank  October 2006 - November 2009

Education
Midwestern State University
Master of Arts, Human Resource Development

Midwestern State University
Bachelor of Science, Criminal Justice

University of Dallas-PHR Course

Jared Kellenberger Jared Kellenberger Dallas/Fort Worth Area Details
Jared Kellenberger's HD Vest Financial Services Experience August 2013 - Present
Job Help Desk Supervisor at HD Vest Financial Services
Industry Banking
Experience
HD Vest Financial Services   August 2013 - Present
H.D. Vest Financial Services   December 2011 - August 2013
Wells Fargo  July 2008 - January 2012
Oklahoma State University  2007 - 2008
Distraction Games   June 2004 - May 2007
Oklahoma State University  2001 - 2004
Oklahoma State University  December 2000 - November 2001
Creative Labs  November 1999 - December 2000

Skills
Microsoft SQL Server, Visio, Active Directory, Disaster Recovery, Virtualization, ThinApp, Project Planning, Project Management, Desktop Deployment, WDS, Remote Desktop, iPhone, Windows Phone, Blackberry, Troubleshooting, Firewalls, Windows 7, Desktop Administration, Desktop Application..., Microsoft Office, Software Installation, Windows Server, Technical Support, Windows, Linux, VMware, Servers

Education
Oklahoma State University   2001 — 2008
B.S., MIS

Jamila Ramnanan Jamila Ramnanan Dallas/Fort Worth Area Details
Jamila Ramnanan's HD Vest Financial Services Experience July 2015 - Present
Job Human Resources Generalist at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   July 2015 - Present
HD Vest Financial Services   January 2014 - July 2015
HD Vest Financial Services   October 2011 - January 2014
HD Vest Financial Services/ Wells Fargo   August 2008 - October 2011
Critical Care Staffing   December 2004 - August 2008
Wells Fargo  January 2002 - August 2008

Skills
Leadership, Human Resources, Customer Service, Employee Benefits, Recruiting, Payroll, Training, Employee Training, Financial Services, Vendor Management, Coaching, Leadership Development, Management, Onboarding, Talent Acquisition, Risk Management, HRIS, Retirement Planning, Finance, Financial Planning

Education
American Public University System   2014 — 2016
Working towards my MBA, Human Resources Management and Services

The University of New Mexico
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services

Casey Boggs Casey Boggs Dallas/Fort Worth Area Details
Casey Boggs's HD Vest Financial Services Experience July 2013 - Present
Job Compliance Auditor at HD Vest Financial Services
Industry Airlines/Aviation
Experience
HD Vest Financial Services   July 2013 - Present
American Eagle Airlines  January 2009 - June 2013
Mesa Airlines  June 2006 - December 2009
LogistiCare  March 2005 - June 2006

Skills
Compliance, Computer Literate, Fast Learner, Safety Management, Auditing, Airlines, Safety Management..., Aviation, Risk Management, Flight Safety, Risk Assessment, Aircraft, Aircraft Maintenance, Commercial Aviation, Human Factors, Flights, Training, Aviation Security, Civil Aviation, Airports, Aerospace

Education
Capella University   2012 — 2016
Bachelor of Science (BS), Psychology, 4.0

John F. Kennedy Special Warfare Center and School, Ft. Bragg, NC   2003 — 2003
Psychological Operations Specialist Certificate

Michael J Sommers CPA/PFS Michael J Sommers CPA/PFS United States Details
Michael J Sommers CPA/PFS's HD Vest Financial Services Experience December 2010 - Present
Job President Advanced Tax Strategies PC & Sommers Wealth Strategies, LLC
Industry Financial Services
Experience
Advanced Tax Strategies, PC   January 1988 - Present
HD Vest Financial Services   December 2010 - Present
HD Vest Advisory Services   December 2010 - Present
HD Vest Investment Services  December 2010 - Present
HD Vest Insurance Agency   December 2010 - Present
Ed Slott & Co.   May 2005 - Present
ADK Wealth Advisory Group   January 2007 - December 2010

Skills
Retirement Income..., Retirement Income..., Retirement Planning, IRA Distribution..., Investments, Estate Tax Planning, Trusts, Tax Preparation, Income Tax, Tax, IRS, Personal Financial..., Certified Public..., Risk Management, CPA, PFS

Education
Southern Illinois University, Edwardsville
Bachelor of Science Business Division, Accounting and Related Services

Garret Barry Garret Barry Greater Denver Area Details
Garret Barry's HD Vest Financial Services Experience May 2014 - August 2015
Job Alliance with Prudential Wealth Management Group
Industry Financial Services
Experience
Ottawa Accounting and Loan Simple   April 2013 - Present
Alliance with Prudential Wealth Management Group   August 2015 - Present
Loan Simple, Inc  September 2013 - Present
Ottawa Accounting and Consulting   April 2013 - Present
GHB LLC   2012 - Present
HD Vest Financial Services   May 2014 - August 2015
Dundee Mortgage   2007 - 2013
Banking, Accounting and Real Estate Finance   1972 - 2012

Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Banking, Taxation

Education
University of Colorado
Master of Business Administration (MBA), 4.0

Northwestern University
Finance and Financial Management Services, 4,0

University of Ohio
Banking, Asset & Liability Management, 4.0

University of Central Florida
Management Science, 4.0

University of Missouri   1968 — 1972
BA/BS, Economics / Business

William D. Waltman William D. Waltman Fort Worth, Texas Details
William D. Waltman's HD Vest Financial Services Experience 2009 - 2010
Job .Net / SharePoint Developer
Industry Computer Software
Experience
Fidelity Investments  March 2012 - Present
Pfizer  October 2011 - January 2012
Cook Children's Health Care System  May 2011 - September 2011
HD Vest Financial Services   2009 - 2010
Tarrant Regional Water District  March 2007 - January 2009
Lockheed Martin  May 2004 - January 2007
Westinghouse Electric Company  1972 - 1980

Skills
SharePoint, C#, ASP.NET, SDLC, .NET, Microsoft SQL Server, Technical Recruiting, SSRS, Visual Studio, Business Intelligence, SQL, TFS, Agile Methodologies, Business Analysis, Visio, Requirements Analysis, WCF, Web Services, Databases, SSIS, Microsoft Office...

Education
University of Oklahoma - Price College of Business   1980 — 1984
MBA, General Business, 3.4 / 4.0

Texas A&M University   1964 — 1970
BS, Mechanical Engineering

The University of Texas at Austin
MS, Operations Research

Saad Rouane MBA Saad Rouane MBA Dallas/Fort Worth Area Details
Saad Rouane MBA's HD Vest Financial Services Experience 2012 - 2014
Job LVS GROUP
Industry Hospital & Health Care
Experience
LVS Group   July 2014 - Present
LVS GROUP   July 2014 - Present
Road America Motor Club  2002 - 2015
HD Vest Financial Services   2012 - 2014
ADT Security  January 2011 - July 2011
George S. May International  August 2006 - January 2011

Skills
Six Sigma, Sales Management, Sales, Program Management, Sales Presentations, Strategic Planning, Microsoft Excel, Microsoft Dynamics, Microsoft Forecaster, Great Plains Software, Report Manager, Avaya Communication..., Business Strategy, Forecasting, Management Consulting, Business Development, Strategic Financial..., Management, Business Planning, Leadership, Executive Management, Sales Operations, Business Process..., Project Management, Negotiation, Marketing, Training, Budgets, Analysis, Cross-functional Team..., Process Improvement, Business Analysis, Change Management, CRM, Strategy, Vendor Management, Operations Management, Start-ups, Leadership Development, New Business Development, Entrepreneurship, Team Leadership, Team Building, Business Intelligence, Risk Management, Team Management, Financial Analysis, Lead Generation, Consulting, Financial Modeling

Education
Texas A&M University-Commerce   2007 — 2009
M.B.A 09, MBA

Texas A&M University-Commerce   2007 — 2009
Master's Degree, Accounting

ISGC   1994 — 1998
BS Accounting, Business Administration and Management, General

Brian Nelsen, CFA, CFP Brian Nelsen, CFA, CFP Baltimore, Maryland Area Details
Brian Nelsen, CFA, CFP's HD Vest Financial Services Experience January 1997 - January 2001
Job Reverse Engineering Consultant, Analytics Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A.   October 2012 - Present
Wells Fargo Bank, N.A.   February 2008 - September 2012
Tower Financial Services   July 2006 - January 2008
Rydex Investments  October 2005 - June 2006
MassMutual Financial  January 2003 - October 2005
The Hanover Insurance Group  January 2001 - July 2002
HD Vest Financial Services   January 1997 - January 2001

Skills
Excel, Access, Bloomberg Terminal, Financial Services, Options, Fixed Annuities, Equities, Investments, Financial Modeling, Valuation, Financial Analysis, Mutual Funds, Fixed Income, Structured Products, MBS, Structured Finance, Securitization, Analytics, VBA, Equity Research, Hedge Funds, Alternative Investments, Bloomberg, Data Analysis, Banking, Finance, Asset Management, Analysis, Portfolio Management, Series 7

Education
Ambassador University
BS, Business Administration

Randy Blanton Randy Blanton San Antonio, Texas Details
Randy Blanton's HD Vest Financial Services Experience June 1997 - August 1998
Job Director, Contract Compliance at The GEO Group, Inc.
Industry Security and Investigations
Experience
The GEO Group, Inc.   July 2004 - Present
The GEO Group, Inc.   March 2003 - July 2004
The GEO Group, Inc.   May 2001 - March 2003
The GEO Group, Inc.   November 1999 - April 2001
Universal Computer Systems  November 1998 - October 1999
HD Vest Financial Services   June 1997 - August 1998
Edward Jones and Company   August 1996 - May 1997
First Baptist Church  March 1994 - May 1996
Central Baptist Church  May 1986 - March 1994

Skills
Employee..., QC Methods Development, Public Speaking, Contract Negotiations, Logic/Scientific..., Efficiency Improvement, Customer/Client..., Data Analysis, Program..., Leadership..., Client Relationship..., Quality Assurance, Information..., Labor/Contracts..., Change Management, Leadership Development, Budgets, Strategic Planning, Training, Security, Management, Performance Improvement, Team Building, Coaching, Contract Negotiation, Philosophy, Marketing, Strategy, CRM, Leadership, Contract Management, Government, Computer Program, Policy, Corrections, Interviews, Criminal Justice, Program Management, Security Management, Emergency Management, Private Investigations

Education
Capella University   2007 — 2014
ABD, Industrial/Organizational Psychology

Sam Houston State University   2001 — 2005
Master of Science, CJ Management

Lamar University   1981 — 1984
Bachelor of Arts, Psychology

Dr. Joseph Krupka,CPA/PFS CGMA Dr. Joseph Krupka,CPA/PFS CGMA Dallas/Fort Worth Area Details
Dr. Joseph Krupka,CPA/PFS CGMA's HD Vest Financial Services Experience December 2013 - Present
Job Assistant Professor of Accounting at Texas A&M University
Industry Accounting
Experience
Texas A & M University  August 2013 - Present
HD Vest Financial Services   December 2013 - Present
Cadaret Grant  October 2000 - December 2013
Georgia Southwestern State University  August 2010 - July 2013
College of Coastal Georgia  2009 - 2010
Coastal Carolina University  2007 - 2009

Skills
Income Tax, QuickBooks, Accounting, Statistics, Auditing, Management, CPA, Internal Audit, Financial Modeling, Financial Reporting, Internal Controls, Access, Analysis, Tax Preparation

Education
Georgia State University - J. Mack Robinson College of Business   2009 — 2012
EDBA, Business Administration

Binghamton University - School of Management   1979 — 1980
MS, accounting

Rochester Institute of Technology   1975 — 1979
BS, accounting

Liberty high school   1972 — 1975

Adam Crumpler, CFP® Adam Crumpler, CFP® Dallas/Fort Worth Area Details
Adam Crumpler, CFP®'s HD Vest Financial Services Experience February 2015 - Present
Job Retirement Services Consultant at HD Vest
Industry Financial Services
Experience
HD Vest Financial Services   February 2015 - Present
Kirsch & Associates   February 2014 - February 2015
Fidelity Investments  April 2012 - June 2013
Fidelity Investments  October 2010 - April 2012
Fidelity Investments  March 2010 - September 2010
Fidelity Investments  September 2007 - March 2010

Skills
Series 7, Certified Financial..., Retirement Planning, Financial Planning, Series 66, Series 6, Series 63, Investments, 401k, Strategic Financial..., Finance, Asset Allocation, Financial Services, Pensions, Portfolio Management, Uniform Combined State...

Education
Dallas Baptist University   2005 — 2007
Bachelor of Arts, Biblical Studies

Bowie High School

Michael Quiroz, CFP®, EA Michael Quiroz, CFP®, EA Greater New York City Area Details
Michael Quiroz, CFP®, EA's HD Vest Financial Services Experience December 2014 - Present
Job Investment Advisor at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   December 2014 - Present
Quiroz Advisors Corp.   March 2011 - Present
Connetquot High School  September 2002 - Present
HBW Insurance & Financial Services, Inc.   June 2011 - December 2014
Primerica  2004 - 2011
East Hampton High School  September 2001 - June 2002

Skills
IRAs, Fixed Annuities, Retirement, Time Management, Finance, Financial Planners, Small Business, Term Life Insurance, Retirement Planning, 401k, Leadership, Coaching, Strategic Planning, Sales Management, Strategic Financial..., Wealth, Insurance

Education
Queens College   1999 — 2001
MS, Education

Saint John's University   1995 — 1998
Bachelor of Science (B.S.), Communication and Media Studies

Julie Marta Julie Marta Dallas/Fort Worth Area Details
Julie Marta's HD Vest Financial Services Experience November 2004 - Present
Job Manager at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   November 2004 - Present
The Financial Source Group - Baird Management Corporation   January 1999 - November 2004
Southwest Securities  June 1996 - December 1998

Skills
Leadership, Strategic Planning, Process Improvement, Risk Management, Business Analysis, Financial Services, FINRA, SEC, Series 7, Series 24, Series 53, Series 66

Education
Texas A&M University   1991 — 2002
Business Administration and Management, General

Matthew Stakofsky Matthew Stakofsky Greater Philadelphia Area Details
Matthew Stakofsky's HD Vest Financial Services Experience June 2013 - August 2013
Job Equity Finance Analyst at JPMorgan
Industry Financial Services
Experience
J.P. Morgan   April 2014 - Present
HD Vest Financial Services   June 2013 - August 2013

Education
Rowan University   2010 — 2014
Bachelor’s Degree, Economics, 3.41

John Vento John Vento Greater New York City Area Details
John Vento's HD Vest Financial Services Experience August 2011 - June 2014
Job Audit Associate, Banking and Capital Markets at PwC
Industry Financial Services
Experience
PwC  August 2015 - Present
Beirne Wealth Consulting (BWC)   August 2014 - December 2014
S3 Partners  June 2014 - August 2014
HD Vest Financial Services   August 2011 - June 2014
John J Vento CPA, PC   January 2008 - June 2014

Skills
Finance, Accounting, Financial Statements, Financial Analysis, Microsoft Excel, Account Reconciliation, Auditing, Financial Accounting, QuickBooks, Bank Reconciliation, Investments, Tax, Risk Management, Asset Management, Financial Reporting, Microsoft Word, Teamwork

Education
Quinnipiac University - School of Business   2011 — 2015
Bachelor's degree, Accounting and Finance, 3.6/4.0

Dallas Koeppe Dallas Koeppe Dallas/Fort Worth Area Details
Dallas Koeppe's HD Vest Financial Services Experience January 1996 - January 1997
Job Vice President of I.T. / Security Officer Heartplace/Cardiovascular Provider Resources
Industry Hospital & Health Care
Experience
Cardiovascular Provider Resources/Heartplace   April 2012 - Present
Cardiovascular Provider Resources/Heartplace   January 2010 - April 2012
Cardiovascular Provider Resources/ Heartplace   January 2003 - January 2010
Cardiovascular Provider Resources/Heartplace   June 1999 - January 2003
Americredit  1998 - June 1999
CompuCom  1997 - 1998
HD Vest Financial Services   January 1996 - January 1997
Vertafore -- ARC/AMS -- Agency Management Services   1994 - 1996

Skills
EHR, HIPAA, EMR, Disaster Recovery, HL7, Software Implementation, IT Management, Healthcare Management, Cloud Computing, Active Directory, Networking, Project Management, Microsoft SQL Server, Citrix, Troubleshooting, Practice Management, Windows Server, SQL, Database Administration, Data Center, Management, Databases, Team Building, Strategic Planning, Health Information..., Technical Support, Business Analysis, Business Development, Software Documentation, Information Technology, Healthcare Information..., Integration, Process Improvement, Network Security, Security, Enterprise Software, Windows 7, Virtualization, Infrastructure, Servers, Microsoft Exchange, Team Leadership, VPN, IT Service Management, Network Administration, WAN, Storage, Cisco Technologies, Information Security, DNS

Education
Texas A&M University   1989 — 1993
BBA, Finance

Travis Brewer, CFP® Travis Brewer, CFP® Dallas/Fort Worth Area Details
Travis Brewer, CFP®'s HD Vest Financial Services Experience March 2002 - Present
Job Financial Services Professional | Succession & Acquisition Planning | Relationship Manager | Advisor Development
Industry Financial Services
Experience
HD Vest Financial Services   March 2002 - Present
HD Vest Financial Services   October 1998 - March 2002
Primedia Workplace Learning  October 1996 - October 1998

Skills
Financial Services, Relationship Management, Succession Planning, Certified Financial..., Series 7, Series 63, Public Speaking, Data Analysis, Trend Analysis, Financial Planning, Employee Benefits, Vendor Management, Process Improvement, Financial Planners, Training Delivery, Investment Advisory, Access, Microsoft Excel, Retirement Planning, Management, Finance, Mutual Funds, Investments, FINRA, Wealth Management, Project Management, Advisor Develpment, Business Acquisition, Program Financial..., Training

Education
Oklahoma City University   1989 — 1993
BA

Clay Parker Clay Parker Dallas/Fort Worth Area Details
Clay Parker's HD Vest Financial Services Experience 2001 - 2002
Job Mobility Manager responsible for device rollouts, MobileIron & Box admin, and ensuring the success of my employees.
Industry Information Technology and Services
Experience
Sally Beauty Company  March 2013 - Present
Sally Beauty Company  July 2012 - March 2013
Sally Beauty  January 2010 - July 2012
Image Microsystems  June 2008 - July 2009
Image Microsystems  February 2007 - June 2008
CompUSA  2005 - 2007
H.D. Vest Financial Services   2001 - 2002
HD Vest Financial Services   1998 - 2002

Skills
Project Management, Process Improvement, Vendor Management, Program Management, Disaster Recovery, Sales, Microsoft Office, Account Management, Mac, Strategic Planning, Retail, Business Strategy, Mobile Devices, Integration, Management, Team Building, Team Leadership, Troubleshooting, Cross-functional Team..., Business Analysis, Change Management, Servers, IT Management, Budgets, Business Intelligence, CRM, SharePoint, Software Documentation, IT Strategy, Leadership, Analysis, Customer Satisfaction, Strategy, Telecommunications, Project Planning, Training

Education
Tarleton State University   1993 — 1998
BS, International Economics

Bret Hackett Bret Hackett Dallas/Fort Worth Area Details
Bret Hackett's HD Vest Financial Services Experience March 2014 - Present
Job Wealth Management Consultant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   March 2014 - Present
Fidelity Investments  April 2004 - February 2014
AXA-Equitable  August 2003 - January 2004

Skills
Investments, Financial Analysis, Retirement, Financial Services, Finance, Marketing, Series 63, Mutual Funds, Retirement Planning, Uniform Combined State..., FINRA, Financial Modeling, Risk Management, Insurance, Asset Management, Leadership, Sales

Education
Texas Christian University - M.J. Neeley School of Business   2006 — 2008
MBA

The University of Texas at Arlington   2000 — 2003
B.S. Interdisciplinary Studies, concentration in Finance

Clare Ronaghan, ARPC Clare Ronaghan, ARPC Dallas/Fort Worth Area Details
Clare Ronaghan, ARPC's HD Vest Financial Services Experience 1992 - 1997
Job Director, Strategic Relations at AXA
Industry Financial Services
Experience
AXA US  March 2014 - Present
VALIC  April 2013 - March 2014
ING  February 2011 - April 2013
ING  January 2008 - February 2011
HD Vest Financial Services   1992 - 1997

Skills
Investments, Series 63, 401k, Mutual Funds, Retirement Planning, Wealth Management, Relationship Management, Financial Services, Retirement, Sales, Series 7, Asset Allocation, Series 6, CRM, Investment Advisory, Fixed Annuities, Financial Advisory, Securities, Portfolio Management, FINRA, Strategic Financial..., Pensions, IRAs, Life Insurance, Investment Strategies, Asset Management, Alternative Investments, Variable Annuities, Financial Planning

Education
Angelo State University   1982 — 1987
Bachelor of Arts (B.A.), Public Relations

Dameon Rustin Dameon Rustin Irving, Texas Details
Dameon Rustin's HD Vest Financial Services Experience May 2014 - Present
Job Senior Infrastructure Engineer
Industry Financial Services
Experience
HD Vest Financial Services   May 2014 - Present

Skills
Active Directory, Project Management, Networking, Windows Server, Integration, Microsoft Exchange, Leadership, Troubleshooting, Vendor Management, VoIP, Unix, Customer Service, Visio, Management, System Administration, Project Planning, Disaster Recovery, Microsoft SQL Server, SharePoint, Process Improvement, Server Architecture, Virtualization, Security, Software Documentation, IT Management

Education
DeVry University   1985 — 1987
Digital Electronics, 4.0

Bapaiah Choudary Nuthi Bapaiah Choudary Nuthi Dallas/Fort Worth Area Details
Bapaiah Choudary Nuthi's HD Vest Financial Services Experience August 2012 - March 2013
Job Senior IT Consultant at MaryKay Inc
Industry Banking
Experience
Mary Kay Inc.  October 2013 - Present
Epsilon  March 2013 - September 2013
HD Vest Financial Services   August 2012 - March 2013
JPMorgan Chase  December 2010 - August 2012
Verizon  August 2005 - December 2010

Skills
SDLC, Integration, Management, Requirements Analysis, Vendor Management, Process Improvement, Program Management, Leadership, Networking, Enterprise Architecture, Troubleshooting, Business Analysis, IT Management, Visio, Business Intelligence, IT Strategy, Agile Methodologies

Education
Nagarjuna University   1995 — 1997
Master's degree

Tricia Fiore Tricia Fiore New London/Norwich, Connecticut Area Details
Tricia Fiore's HD Vest Financial Services Experience July 2014 - Present
Job Registered Representative at HD Vest Financial Services
Industry Accounting
Experience
HD Vest Financial Services   July 2014 - Present
Tricia Fiore, CPA   January 2009 - Present
Brokers International Financial Services, LLC  2013 - July 2015

Skills
S Corporations, Tax Returns, Tax Preparation, Financial Accounting, IRS, Partnership Taxation, Corporate Tax, Tax, Payroll Taxes, Income Tax, Sales Tax, Tax Research, Business Advisory, Accountants, Forensic Accounting, Tax Advisory, CPA, Compilation, Tax Accounting, Bookkeeping, Retirement Planning, Roth IRA, Traditional IRA, Fixed Annuities, Variable Annuities, SEP IRA, Mutual Funds

Education
University of Rhode Island   2002 — 2005
Master of Science in Accounting

George Mason University   1993 — 1995
Bachelor of Science in Finance

William Ferguson, William Ferguson, Dallas/Fort Worth Area Details
William Ferguson,'s HD Vest Financial Services Experience October 2014 - Present
Job Business Development Consultant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   October 2014 - Present
Fidelity Investments  July 2011 - October 2014
VALIC  2011 - 2011
Charles Schwab  May 2008 - November 2010
E*TRADE Financial  2006 - 2008
Fidelity Investments  2001 - 2006
Crestar/Suntrust   1998 - 1999

Skills
Mutual Funds, Risk Management, Performance Management, 401k, Strategic Planning, Business Strategy, Compliance, Performance Improvement, Customer Service, Territory Planning, Customer Relations, Territory Analysis, Recruiting, B2B Marketing, Insurance, Training, Financial Advisory, Series 7, Strategy, Financial Services, Series 63, Retirement Planning, Investments, Wealth Management, Management, Securities, Finance

Education
Geneva College   2001 — 2004
MS, Organizational Leadership

Clarion University of Pennsylvania   1983 — 1988
BS, Management

Alliance High School   1979 — 1983

Richard Chaney Richard Chaney Dallas/Fort Worth Area Details
Richard Chaney's HD Vest Financial Services Experience April 2012 - May 2014
Job Marketing Regulatory Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial  May 2014 - Present
H.D. Vest Financial Services   April 2012 - May 2014
HD Vest Financial Services   2006 - April 2012
Fidelity Investments  December 1999 - March 2005

Skills
Compliance, Compliance Operations, Compliance..., Compliance Procedures, Federal & State..., Series 7, Series 63, Series 24, Wealth Management...

Education
Spring Hill College   1992 — 1996
BS, Psychology

Pushpa Pinnamaraju Pushpa Pinnamaraju Dallas/Fort Worth Area Details
Pushpa Pinnamaraju's HD Vest Financial Services Experience November 2011 - Present
Job HDVest Financials
Industry Banking
Experience
HD Vest Financial Services   November 2011 - Present
Wellsfargo  June 2008 - November 2011
BenefitMall  June 2009 - June 2011
Verizon  1999 - 2002

Skills
SDLC, Agile Methodologies, Web Services, Microsoft SQL Server, XML, SQL, SOA, .NET, Requirements Analysis, ASP.NET, SharePoint, C#, WCF, IIS, T-SQL

Education
Osmania University

April Smith Crawford April Smith Crawford Dallas/Fort Worth Area Details
April Smith Crawford's HD Vest Financial Services Experience 2004 - 2007
Job Advisor, Health Plan Implementations at CVS Health
Industry Health, Wellness and Fitness
Experience
CVS Health  October 2014 - Present
American Heart Association  February 2008 - October 2014
HD Vest Financial Services   2004 - 2007
JCPenney  2001 - 2004

Skills
Strategy, Marketing, Event Planning, Sales Process, Strategic Planning, Healthcare, Management, Marketing Communications, Trade Shows, Fundraising, Marketing Strategy, Recruiting, Account Management, Project Planning, Project Management, Organization Skills, Team Leadership

Education
Dallas Baptist University
Bachelors, English

Ian Jary Ian Jary Dallas/Fort Worth Area Details
Ian Jary's HD Vest Financial Services Experience January 2011 - Present
Job Trading Associate
Industry Financial Services
Experience
HD Vest Financial Services   January 2011 - Present

Skills
Series 7, Series 63, Trading, Mutual Funds, Wealth Management, Equity Trading, ETFs, Stocks, Bonds, Private Placements, SmartStation, TPX, Investment Advisory..., Customer Service, Unit Investment Trusts

Education
Texas A&M University   2002 — 2006
Finance, Finance

David McIntee David McIntee Raleigh-Durham, North Carolina Area Details
David McIntee's HD Vest Financial Services Experience April 2015 - Present
Job Partner/Member at McIntee Fusaro DelCorral, PLLC
Industry Accounting
Experience
McIntee Fusaro DelCorral, PLLC   June 1994 - Present
HD Vest Financial Services   April 2015 - Present
Kinzel McIntee & Co.   January 1983 - June 1994
Durborow Kinzel & Company   March 1981 - December 1982
Baker Industries (a subsidiary of Borg Warner)   September 1980 - March 1981
Wiss & Company, LLP   September 1977 - September 1980

Skills
Tax, CPA, Forensic Accounting, Accounting, Corporate Tax, Business Valuation, Small Business, Financial Reporting, Estate Planning

Education
Saint Peter's University   1973 — 1977
BS, Accounting

college

Izhar Khan Izhar Khan Plano, Texas Details
Izhar Khan's HD Vest Financial Services Experience March 2012 - June 2013
Job Solution Architect at VCE, the Virtual Computing Environment Company
Industry Information Technology and Services
Experience
VCE, the Virtual Computing Environment Company  July 2013 - Present
HD Vest Financial Services   March 2012 - June 2013
PwC  August 2010 - September 2011
Doli systems   January 2009 - July 2010

Skills
Windows Server, Virtualization, Solution Architecture, ITIL, VMware ESX, Servers, Cloud Computing, VMware, Storage, Data Center, vCloud Automation Center, VMware vCenter..., vBlock, Cisco UCS, openstack

Education
New York Institute of Technology   2006 — 2008
Master's Degree, Electrical and Electronics Engineering

Dharmsinh Desai Institute of Technology   2001 — 2004
Bachelor's Degree, Electrical and Electronics Engineering

Matt Ramos Matt Ramos Dallas/Fort Worth Area Details
Matt Ramos's HD Vest Financial Services Experience May 2013 - September 2015
Job Senior Associate, Risk Advisory Services at McGladrey
Industry Financial Services
Experience
McGladrey  September 2015 - Present
HD Vest Financial Services   May 2013 - September 2015
HD Vest Financial Services   May 2011 - May 2013
H.D. Vest Financial Services   November 2007 - May 2011
Wells Fargo  2005 - 2007

Skills
Securities, Series 7, Mutual Funds, Risk Management, Wealth Management, Investments, Retirement Planning, Equities, Financial Advisory, Customer Service, Research, Social Media, Series 63, FINRA, Banking, Financial Services, Credit, Series 24, AML, Asset Allocation, Insurance, Strategic Financial..., Fixed Annuities, Mortgage Lending, Financial Planning

Education
Texas A&M University

saty putcha saty putcha Mobile, Alabama Area Details
saty putcha's HD Vest Financial Services Experience January 2005 - Present
Job Franchise Owner at Murphy Business & Financial Corporation
Industry Financial Services
Experience
Murphy Business & Financial Corporation  May 2014 - Present
HD Vest Financial Services   January 2005 - Present
padgett business services  January 2001 - Present
Ciba  1978 - 2009
Ciba-Geigy  August 1978 - December 2008

Skills
Small Business, Strategic Planning, Management, Business Planning, Customer Service, Microsoft Office, Start-ups, Leadership, Team Building, Business Development, Financial Analysis, Business Strategy, Budgets, Accounting, Financial Planning, Product Development, Strategic Financial..., New Business Development

Education
Louisiana State University   1983 — 1987
Master of Business Administration (M.B.A.), Investment analysis

University of Virginia   1968 — 1973
Doctor of Philosophy (PhD), Chemical Engineering

Shannon Hadley Shannon Hadley Dallas/Fort Worth Area Details
Shannon Hadley's HD Vest Financial Services Experience February 2006 - Present
Job Compliance Manager at HD Vest
Industry Financial Services
Experience
HD Vest Financial Services   February 2006 - Present

Skills
Securities, Risk Management, Financial Services, Financial Risk, Banking, Investments, Business Analysis, Governance, Mutual Funds, Insurance, Pensions, Wealth Management, Series 7

Education
The American College   2008 — 2012
Charted Financial Consultant

Abilene Christian University   1999 — 2000
Master of Business Administration (M.B.A.)

Texas A&M University   1993 — 1997
BBA

Mark Coletta Mark Coletta Hartford, Connecticut Area Details
Mark Coletta's HD Vest Financial Services Experience September 1999 - May 2015
Job Owner of Coletta Financial Associates
Industry Financial Services
Experience
Raymond James Financial Services  May 2015 - Present
Coletta Financial Associates   1999 - Present
Coletta & Coletta, LLC   September 1991 - Present
HD Vest Financial Services   September 1999 - May 2015

Skills
Strategic Financial..., Estate Planning, Retirement Planning, Financial Analysis, Financial Planners, Investments, Asset Allocation, Accounting, Insurance, Strategic Planning

Education
Providence College   1979 — 1984
BS, Accounting

Ayodele Samaiye Ayodele Samaiye Dallas/Fort Worth Area Details
Ayodele Samaiye's HD Vest Financial Services Experience December 2013 - Present
Job Financial Advisor and Master Tax advisor
Industry Financial Services
Experience
HD Vest Financial Services   December 2013 - Present
First American Insurance and Tax services   June 2009 - Present
H&R Block  October 2014 - February 2015
Liberty Tax Service  January 2011 - May 2012
Insights to success   June 2008 - February 2009

Skills
Finance, Customer Service, Insurance, Accounting, Investment analysis, Financial Services, Investment Management, College Education..., Estate Planning, IRS Enrolled Agent, Series 7, Series 63, Series 65, Accounts Payable, Sales

Education
Hawaii Pacific University   2002 — 2008
Master of Business Administration, Finance

Obafemi Awolowo University   1995 — 2000
Bachelor of Science, Geography

Yaba College of Technology   1996 — 1999
Associate of Financial Studies, Banking, Accounting and Insurance

Mia Yiming Chen, CPA Mia Yiming Chen, CPA Dallas/Fort Worth Area Details
Mia Yiming Chen, CPA's HD Vest Financial Services Experience December 2014 - Present
Job Supervisor at Lam, Po & Xu, CPA's
Industry Accounting
Experience
HD Vest Financial Services   December 2014 - Present
Lam, Po & Xu, CPA's   July 2014 - Present
Lam, Po & Xu, CPA's   December 2010 - July 2014
Jeff Pickering, CPA office   November 2009 - November 2010
IRS Volunteer Income Tax Assistance Program  February 2010 - April 2010
IRS Volunteer Income Tax Assistance Program  January 2009 - April 2009
China Radio International  June 2007 - September 2007

Skills
Tax Preparation, Accounting, QuickBooks, Tax, Bookkeeping, Auditing, Peachtree, Tax Research, Sales Tax, Corporate Tax, Tax Planning, CCH ProSystem fx, Lacerte, International Tax

Education
The University of Texas at Dallas   2008 — 2010
MS, Accounting and Information Management

Nanjing University   2004 — 2008
BA, French

Cyssi Loerakker Cyssi Loerakker Dallas/Fort Worth Area Details
Cyssi Loerakker's HD Vest Financial Services Experience February 2007 - Present
Job Executive Assistant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   February 2007 - Present
HD Vest Financial Services   February 2007 - February 2014
Stockton Telecom  February 1999 - February 2007

Skills
Project Management, Customer Service, Banking, Microsoft Excel, Microsoft Office, Team Building, Event Planning, PowerPoint, Microsoft Word, Vendor Management, Team Leadership, Account Management, Employee Relations, Leadership

Education
San Antonio College   1992 — 1994

Terra Gray McClelland Terra Gray McClelland Dallas/Fort Worth Area Details
Terra Gray McClelland's HD Vest Financial Services Experience January 1995 - January 2002
Job Government Relations Professional
Industry Government Relations
Experience
Benevis  2011 - Present
TLM Consulting Group   March 2009 - 2011
HD Vest Management and Services   March 2005 - March 2009
Community Financial Services Association of America   August 2004 - January 2005
The White House  December 2002 - August 2004
HD Vest Financial Services   January 1995 - January 2002

Skills
Strategic Communications, Legislative Relations

Education
Southern Methodist University
Bachelor of Arts, Political Science

Southern Methodist University
Bachelor of Arts, English

John Warekois John Warekois Medford, Oregon Area Details
John Warekois's HD Vest Financial Services Experience 2013 - 2013
Job Experienced Professional Tax CPA with over 20 years of solving business problems and operational challenges.
Industry Accounting
Experience
John A. Warekois, CPA, LLC   February 2013 - Present
Motorcycle Superstore & Motorcycle USA   June 2004 - February 2013
HD Vest Financial Services   2013 - 2013
Michael L. Piels CPA, LLP   October 1999 - June 2004
Kosmatka Donnelly & Co. LLP   October 1994 - October 1999

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, QuickBooks, Intacct, MAS 500, ADP Payroll, Treasury Management, Leadership, Accounting, General Ledger, Financial Reporting, Payroll Taxes, Income Tax, Cash Flow Forecasting, Finance

Education
Southern Illinois University, Carbondale   1983 — 1986
Bachelor of Science (B.S.), Accounting

College of DuPage   1982 — 1983
No degree received, General Studies

Brian Stern Brian Stern Dallas/Fort Worth Area Details
Brian Stern's HD Vest Financial Services Experience October 2011 - Present
Job General Counsel at H.D. Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   October 2011 - Present
Wells Fargo  July 2004 - October 2011
US Securities and Exchange Commission  March 2002 - March 2004
AIG / American General Financial Group   June 1999 - December 2001
US Securities and Exchange Commission  March 1997 - June 1999
Debevoise & Plimpton  September 1994 - March 1997
U.S. Court of Appeals for the Second Circuit   August 1993 - August 1994

Skills
Securities Regulation, Corporate Governance, Securities, Broker-Dealer, FINRA, Due Diligence, Broker-Dealer Compliance, Series 7, General Corporate..., Regulatory Affairs, Series 24, Investment Advisor..., Securities Litigation, Financial Services, Risk Management, Litigation, Asset Management

Education
New York University School of Law   1990 — 1993
J.D., Law

Penn State University   1986 — 1990
Bachelor’s Degree, Accounting/Business Law

Brandon Kinney Brandon Kinney Dallas/Fort Worth Area Details
Brandon Kinney's HD Vest Financial Services Experience December 2014 - April 2015
Job IT Support Specialist
Industry Law Enforcement
Experience
TEKsystems  July 2015 - Present
Per Scholas  May 2015 - July 2015
HD Vest Financial Services   December 2014 - April 2015
Better Business Bureau of Metropolitan Dallas   April 2013 - November 2014
Town of Addison  July 2012 - April 2013
Group Excellence  May 2011 - June 2012

Skills
Public Speaking, Event Planning, Microsoft Office, Social Media, PowerPoint, Research, Public Relations, Microsoft Excel, Microsoft Word, Social Networking, Fundraising, Customer Service, Training, Policy, Marketing, Social Media Marketing

Education
The University of Texas at Arlington   2008 — 2009
B.A., Organizational Communication

Baldwin-Wallace College   2004 — 2007
B.A., Marketing

Greenhill School

Nam Hoang Nam Hoang Dallas/Fort Worth Area Details
Nam Hoang's HD Vest Financial Services Experience September 2011 - Present
Job Senior Graphic Design Consultant at HD Vest Financial Services
Industry Graphic Design
Experience
HD Vest Financial Services   September 2011 - Present
Minuteman Press  July 2008 - September 2011
Integrated Entertainment Group   May 2002 - July 2008

Skills
Layout, Marketing, Adobe Creative Suite, Photoshop, Flash, Project Management, Microsoft Office, Social Media Marketing, Customer Service, Account Management, CSS, Process Improvement, Social Media, Web Design, Brochures, Direct Mail, E-commerce, Graphic Design, Graphics

Education
Tarrant County College   2006 — 2007

Canikka Armstrong Canikka Armstrong Dallas/Fort Worth Area Details
Canikka Armstrong's HD Vest Financial Services Experience May 2013 - Present
Job Treasury/Accounting Clerk at HD Vest Financial Services
Industry Accounting
Experience
HD Vest Financial Services   May 2013 - Present
HP Enterprise Services  June 2010 - Present
E. R. Solutions   August 2008 - February 2011
PetSmart  July 2007 - August 2008

Skills
HIPAA, Health Insurance, Billing Systems, Data Entry, Telecommunications..., Insurance Claims, Billing Process, Cash Register, Customer Service, Retail, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Retail Sales, Loss Prevention, Finance, Quality Assurance, Cashiering, Team Leadership

Education
Auburn University at Montgomery   2006 — 2011
Bachelor of Science in Business Administration, Accounting

John Manton John Manton Dallas/Fort Worth Area Details
John Manton's HD Vest Financial Services Experience July 2011 - Present
Job Managed Product Support Billing and Reporting Specialist
Industry Financial Services
Experience
HD Vest Financial Services   July 2011 - Present
HD Vest Financial Services   February 2007 - July 2011
Wells Fargo  September 2005 - February 2007
Ritz Camera & Image  January 2005 - September 2005

Skills
Customer Service, Billing Services, Auditing, Financial Reporting, Microsoft Excel, Microsoft Office, Mutual Funds, Process Improvement, Investments, Windows, Banking, Securities, Microsoft Word, Wealth Management, Team Building, Accounting, Analysis, Business Analysis

Education
Collin County Community College   2002 — 2004
Computer Systems Networking and Telecommunications

The University of Texas at Arlington   2000 — 2002
General Studies

The Colony High School   1996 — 2000

April Meyers April Meyers Dallas/Fort Worth Area Details
April Meyers's HD Vest Financial Services Experience March 2011 - Present
Job Advisory Specialist at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services   March 2011 - Present
HD Vest Financial Services   August 2006 - March 2011

Skills
Financial Planning, Investment Strategies, Wealth Management, Insurance, Retirement Planning, Holistic Financial..., Estate Planning, Investment Advisory, Alternative Investments, Financial Advisory, Investments, Mutual Funds, Retirement, Financial Services, Series 7

Education
Northeastern State University   1992 — 1996
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services

R Tod Christofferson R Tod Christofferson San Francisco Bay Area Details
R Tod Christofferson's HD Vest Financial Services Experience January 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
HD Vest Financial Services   January 2011 - Present
Nationwide Retirement Solutions  May 2002 - June 2010

Education
Fresno State University   1996 — 1998
Accounting, Accounting

Oregon State University   1979 — 1983
Business Administration, Finance

Sherrie Glover Sherrie Glover Houston, Texas Area Details
Sherrie Glover's HD Vest Financial Services Experience Chief Executive OfficerSherrie M. Glover, CPAJanuary 2005 - Present
Job
Industry Accounting
Experience
HD Vest Financial Services   Chief Executive OfficerSherrie M. Glover, CPAJanuary 2005 - Present

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows, English, Outlook, Teaching

Education
Houston Baptist University   1996 — 1998
Master of Business Administration (MBA), Accounting

University of Houston   1980 — 1984
Bachelor of Science (BS), Biology, General

Digvijay Gohil Digvijay Gohil Irving, Texas Details
Digvijay Gohil's HD Vest Financial Services Experience April 2008 - December 2009
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

Patrick Swartz Patrick Swartz Dallas/Fort Worth Area Details
Patrick Swartz's HD Vest Financial Services Experience August 1998 - December 2004
Job Security at Six Flags
Industry Information Technology and Services
Experience
TeamLogic IT  SecuritySix FlagsFebruary 2009 - Present
UPS  December 2006 - Present
Infassure   December 2006 - December 2009
HD Vest Financial Services   August 1998 - December 2004

Education
Texas A&M University   1989 — 1992
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Alvin High School

Dorothy Giglietta Dorothy Giglietta Haledon, New Jersey Details
Dorothy Giglietta's HD Vest Financial Services Experience September 2002 - Present
Job Certified Financial Planner at HD Vest Financial Services
Industry Higher Education
Experience
HD Vest Financial Services   September 2002 - Present
Bergen Community College  September 2001 - Present

Education
State University of New York at Stony Brook   1971 — 1975
Mathematics

St. John's University   1966 — 1970
BA

Clay Brewer Clay Brewer Dallas/Fort Worth Area Details
Clay Brewer's HD Vest Financial Services Experience February 2012 - Present
Job Help Desk Technician at HD Vest
Industry Financial Services
Experience
HD Vest Financial Services   February 2012 - Present
Dallas ISD  October 2011 - February 2012
Prime Systems  August 2010 - October 2011

Skills
System Deployment, Active Directory, Educational Technology, vSphere, VMware, Networking, Technical Support, Printers, Training, Management, Windows Server, Linux Desktop, Cisco Technologies, Financial Services, Professional..., Computer Network..., Hardware Diagnostics, Hardware Installation, Windows 7, Computer Hardware, Servers, Troubleshooting, Remote Desktop, Operating Systems, Windows XP, Group Policy, Norton Ghost, VPN, Microsoft Technologies, Laptops, Windows Vista, Virtualization, System Administration, Desktop Computers, Workstations, LAN-WAN, Server Administration, Remote Access, TCP/IP, DNS, Print Servers, Disaster Recovery, Symantec Endpoint..., Desktop Administration, Desktop Deployment, VMware vSphere

Education
Dallas County Community College   2014 — 2017
Associate of Arts and Sciences (A.A.S.), Network and System Administration/Administrator

Brenda Fuentes Brenda Fuentes Dallas/Fort Worth Area Details
Brenda Fuentes's HD Vest Financial Services Experience September 2014 - Present
Job Accountant at HD Vest
Industry Accounting
Experience
HD Vest Financial Services   September 2014 - Present
Douglas J Wegner PC   February 2006 - September 2014

Skills
Accounting, Bank Reconciliation, Compilation Of..., Corporate Tax, Franchise Tax, General Ledger, Payroll Taxes, Personal Income Tax..., Personal Tax Planning, QuickBooks, Tax Returns

Education
The University of Texas at Arlington   2005 — 2007
Bachelor of Business Administration (BBA), Accounting

Tarrant County College   2003 — 2005
Associate's degree

Jennifer Humes Jennifer Humes Dallas, Texas Details
Jennifer Humes's HD Vest Financial Services Experience 1992 - 1996
Job "Clutter Queen" www.ClutterQueen.com, Professional Organizer: Residential & Business, Author, Writer, and TV Personality
Industry Professional Training & Coaching
Experience
Clutter Queen Inc   January 2004 - Present
Clutter Queen Inc   January 2000 - Present
Prospera Financial  1996 - 2000
HD Vest Financial Services   1992 - 1996
HD Vest Financial Services   1992 - 1996

Skills
Public Speaking, Marketing

Education
Texas A&M University   1987 — 1991
BBA, Accounting

Robert Bushelle Robert Bushelle Apache Junction, Arizona Details
Robert Bushelle's HD Vest Financial Services Experience November 2013 - Present
Job owner at Bushelle Financial & Tax Services
Industry Financial Services
Experience
HD Vest Financial Services   November 2013 - Present
Bushelle Financial & Tax Services   January 2009 - Present
Fortune Financial Services   January 2008 - November 2013
Contemporary Financial Solutions   April 2004 - January 2008
Twigg, Bushelle & Burchardt, Inc.   November 1999 - April 2004
Nabisco Biscuit Company  June 1970 - May 1998

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training

Education
Highland Community College   1998 — 2001
AS, Liberal Arts and Sciences/Liberal Studies

Highland Community College   1998 — 1999
Associate of Arts and Sciences (AAS), Information Technology

Xevier Turrubiartes Xevier Turrubiartes Houston, Texas Details
Xevier Turrubiartes's HD Vest Financial Services Experience April 2015 - Present
Job Financial Advisor Assistant at HD Vest Financial Services
Industry Retail
Experience
HD Vest Financial Services   April 2015 - Present
Starbucks  2009 - May 2015

Skills
Microsoft Word, Microsoft Excel, Communication, People Skills, Efficent

Education
University of Houston-Downtown   2015 — 2017
Bachelor’s Degree, Finance, General

Houston Community College   2010 — 2014
Associate’s Degree

Damon Kersh Damon Kersh Temple, Texas Details
Damon Kersh's HD Vest Financial Services Experience April 2010 - August 2014
Job Student at Baylor University School of Law
Industry Law Practice
Experience
HD Vest Financial Services   April 2010 - August 2014
HD Vest Financial Services   March 2007 - April 2010

Education
Baylor University School of Law   2013 — 2016
Juris Doctor (J.D.)

Texas Tech University - Rawls College of Business   1998 — 2001
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, 3.5 GPA (Dean's List Fall 1998, Spring 1999, Summer 2001, Fall 2001)

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