Heartland Institute of Financial Education
Address: 496 Kings Hwy N #120, Cherry Hill, NJ 08034 Hours: Closed ⋅ Opens 10AM Mon SundayClosedMonday(Martin Luther King Jr. Day)10AM–4PMHours might differTuesday10AM–4PMWednesdayClosedThursdayClosedFriday10AM–4PMSaturday10AM–4PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (267) 351-0566: : Category: Website: : : Place name: : : Website: http://hife-usa.org/ Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of HIFE College Planing Program Posting publicly on the Web Write a review Reviews Be the first to review
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Heartland Institute of Financial Education Employees
CitiScape Property Management Group, LLC November 2014 - Present
Heartland Institute of Financial Education November 2013 - Present
Education
University of California, Davis
BA
World Financial Group (WFG) February 2014 - Present
Heartland Institute of Financial Education March 2013 - Present
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Financial Analysis, Insurance, Fixed Annuities, Long-term Care, Leadership, Strategic Planning, Life Insurance
Education
Trident University International 2010 — 2012
BSHS, Health Services/Allied Health/Health Sciences, General, A
Pima Medical Institute-Chula Vista 2006 — 2008
Associate's degree, Respiratory Care Therapy/Therapist, A
World Financial Group (WFG) September 2011 - Present
TAKEUCHI GALLERIES www.TrueARTmovement.com February 2011 - Present
Mar Vista Pictures www.marvistapictures.com 2000 - Present
Heartland Institute of Financial Education April 2013 - September 2014
Sony Pictures Entertainment November 2001 - July 2002
KKBT 92.3 THE BEAT 1998 - 2002
Skills
Educator of Finance, professional advisor, Financial Professional, making money work hard..., business development, Retirement Planner, Finance, Life Insurance..., Digital Media, Social Media Marketing, Video Editing, Video Production, Marketing, Event Planning, Final Cut Pro, Entrepreneurship, Voiceovers, Event Management, Producing, Film, Video, video marketing, Entertainment, Film Production, Motion Graphics, Radio, Photoshop, New Media, Broadcast, Web Design, Brand Development, After Effects, Television, writing, Project Management, basketball, Coaching, Screenwriting, promotions, Accounting, Leadership, Social Networking, Training, Team Building, Strategy, Social Media, creativity, Special Events
Education
Academy of Entertainment & Tecnology at Santa Monica College
Motion Graphics, 3D Animation, Film Appreciation and Design
Loyola Marymount University
Business Administration Bachelor Degree, Business, Marketing, Emphasis in Information Systems and Quantitative Management
University of Florida
Personal & Family Financial Planning
University of Pennsylvania - The Wharton School
Operations Management & Marketing
One Access Medical Transportation, LLC June 2014 - Present
Genesys October 2013 - June 2014
SAP September 2013 - December 2013
Heartland Institute of Financial Education January 2013 - December 2013
Skills
Teamwork, Sales, Entrepreneurship, Marketing Strategy, Brand Management, Social Media Marketing, Customer Service, Music Industry, Atlassian Confluence, Management, Access Database, Alfresco, SaaS, Qualtrics, New Business Development
Education
San Francisco State University 2009 — 2014
Bachelor of Science (B.S.), Marketing
Heartland Institute of Financial Education May 2015 - Present
World Financial Group (WFG) October 2014 - Present
MetroBank N.A. June 2012 - December 2013
Skills
Vietnamese, Customer Service, Team Leadership, Analytics, Public Speaking, Teamwork, Leadership, Management, Marketing, Sales, Life & Health Insurance..., Social Networking, Event Planning
Education
University of Houston 2012 — 2015
Management Information Systems, Business
The University of Texas at Austin 2011 — 2012
Pre-Medicine/Pre-Medical Studies
Heartland Institute of Financial Education September 2012 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
World Financial Group (WFG) August 2003 - Present
Skills
Estate Preservation, Investment Strategies, Qualified Retirement..., 401k Rollovers, Life Insurance, Disability Insurance, Long Term Care Insurance, College Savings Plans, Business Strategy, Buy-sell Agreements, Exit Strategies, Business Continuity, Profit Sharing, Simple IRA, Annuities, Wealth A, Debt Management
Education
California State University-Northridge
Business, Finance
A&M Intermodal Inc. April 2014 - Present
Heartland Institute of Financial Education September 2013 - Present
Heartland Institute of Financial Education June 2012 - January 2015
FNK Transport September 2009 - September 2012
Footlocker March 1998 - May 2005
Skills
Transportation, Trucking, Coaching, Team Leadership, Fleet Management, Training, Financial Education, Insurance, Investments, Nonprofits, Entrepreneurship, Analysis, Freight, Logistics, Logistics Management, Operations Management, Transportation..., LTL, Inventory Management, Shipping, Warehousing, Team Building
Education
University of Illinois at Chicago 1997 — 2001
Bachelors, Business
The RealReal September 2014 - Present
FullstackEDU.com February 2014 - December 2014
Heartland Institute of Financial Education December 2012 - May 2013
Home Care Assistance January 2011 - January 2013
HeartCone & Bone October 2010 - August 2012
Freelance Web Development September 2002 - July 2012
Embark Corp. March 2007 - January 2009
Skills
JavaScript, PHP, Social Media Marketing, HTML, Photoshop, Facebook, Social Media, Social Networking, jQuery, Google Adwords, Git, MySQL, Google Analytics, Fashion Marketing, Python, Adobe Creative Suite, Illustrator, SQL, SQLite, Marketing Strategy, Market Analysis, Product Marketing, Email Marketing, Fashion, Fashion Illustration, Fashion Retail, Social Networking Sites, Social Networking..., Social Networking..., Django, PostgreSQL, Unix, Ubuntu, Linux, phpMyAdmin, jQuery UI, VirtualEnv, Github, Web Development, HTML5, CSS, Node.js, Ruby on Rails, Software Development, CoffeeScript, Bash
Education
University of California, Berkeley
University of California, Berkeley
Fashion Institute of Design & Merchandising
Heartland Institute of Financial Education March 2015 - Present
University of Colorado March 2015 - Present
University of Denver May 1999 - July 2014
Community College of Denver 2002 - 2003
Skills
Higher Education, Intercultural..., Spanish, Foreign Languages, English, Program Development, Editing, Policy Analysis, Grant Writing, Community Outreach, Terminology, Sustainability, Linguistics, Translation, Research, ESL, Curriculum Design, Environmental Law, Public Policy, International Education, Multilingual, Language Services, Staff Development, Strategic Planning, Environmental Policy, Trados, Localization, Technical Translation, Proofreading, Social Networking, Public Relations, Non-profits, Event Planning, Teaching English as a..., Interpreting, Social Media, Curriculum Development, Technical Writing, Teaching, Globalization, Program Management, Nonprofits
Education
University of Denver 2008 — 2013
MA, Global Affairs
University of Colorado Denver
MA, Applied Linguistics and TESL
University of Denver
Certificate, Translation Studies
Universidad Autónoma de Chihuahua 1989 — 1993
BA, English
Heartland Institute of Financial Education April 2014 - Present
Cover Oregon January 2014 - Present
AQA Insurance Inc December 2012 - Present
Vietnamese Restaurant December 2004 - September 2012
Portland Community College April 2009 - June 2009
Portland Community College December 2006 - June 2009
Skills
PowerPoint, Microsoft Excel, Creative Problem Solving, Investment Strategies, Bilingual, Microsoft Word, Communication, Consulting, Organizational..., Healthcare Consulting, Customer Service, Sales, Outlook, Excel, Word, Calculations, Mathematics, Analysis, Teamwork, Microsoft Office, Data Analysis, Team Leadership, Volleyball, Leadership, Management, Time Management, Public Speaking
Education
Graduate Portland State University 2009 — 2011
Bachelor of Science (B.A.Sc.), Finance, General; Real Estate Finance, 3.1 out of 4.0
Portland State University 2009 — 2011
Bachelor of Science, Finance; Real Estate Finance
Portland State University 2009 — 2011
Bachelor of Science, Finance; Real Estate Finance
Portland Community College 2006 — 2009
Associate of Science (A.S.), Business/Commerce, General
University of Washington
Heartland Institute of Financial Education July 2013 - Present
World Financial Group (WFG) May 2001 - Present
USA Volleyball October 1996 - Present
Fashion City November 2001 - January 2013
Olentangy Liberty High School and Hamilton Township High School May 2001 - November 2005
Office.com 1998 - 2001
Skills
Project Management, Marketing Strategy, Team Building, Sales, Strategic Planning, Team Leadership, Customer Service, Business Analysis, Marketing, Product Development, Process Improvement, Social Media Marketing, Budgets, Social Media, Marketing Communications, Training, Email Marketing, Recruiting, Retirement, Coaching, Estate Planning, Fixed Annuities, Management, Investments, Finance
Education
The Ohio State University 1994 — 1999
Heartland Institute of Financial Education October 2012 - Present
Skills
Strategic Financial..., Team Building, Team Leadership, Financial Education, College Savings Plans, College Education..., Higher Education, Financial Analysis, Leadership Development, Nonprofits, Management, Process Improvement, Marketing, Coaching, Financial Planning
Education
The Ohio State University 2000 — 2005
Bachelor's Degree, Pharmaceutical Sciences
Oberlin College 1998 — 2000
Neuropharmacology
World Financial Group (WFG) March 2014 - Present
Heartland Institute of Financial Education March 2014 - Present
Wells Fargo Home Mortgage July 2013 - March 2014
JPMorgan Chase March 2011 - June 2013
Back on Trak 2008 - 2010
AtHome Consulting Group 2003 - 2008
Farmers Insurance 2001 - 2003
Lucent Communications 1998 - 2001
Larscom 1979 - 1998
Skills
Refinance, Loan Origination, Mortgage Banking, Loans, Mortgage Lending, VA loans, FHA financing, Residential Mortgages, FHA, Government Loans, Certified Mortgage..., Construction Loans, Mortgage Underwriting, Credit, Home Equity Loans, Non-Conforming, USDA, Consumer Lending, Loan Servicing, Loss Mitigation, Credit Analysis, Lines Of Credit, Rates, Mortgage Marketing, Home Equity, Mortgage Servicing, Real Estate Financing, Wealth Transfer, Long Term Care Insurance, Financial Services, Insurance, Life Insurance, Management, Financial Planning, Real Estate
Education
Mission College 1990 — 1998
Marketing/Marketing Management, General
Heald Institute of Technology 1979 — 1982
Associate's degree, Industrial Electronics Technology/Technician
Adecco Group August 2014 - Present
Distek, Inc. May 2013 - March 2014
Heartland Institute of Financial Education February 2013 - December 2013
World Financial Group (WFG) January 2013 - December 2013
Weichert Realtors 2011 - December 2013
Metro Public Adjustment, Inc. 2011 - December 2013
New York Life Insurance Company January 2012 - December 2012
McMaster-Carr July 2004 - June 2012
Gardners book May 2000 - March 2004
Philippine Garment Corp. May 1999 - February 2000
Skills
Supply Chain Management, Logistics, Lean Manufacturing, Process Improvement, Negotiation, Microsoft Excel, Customer Service, Sales Management, Microsoft Office, Microsoft Word, New Business Development, Coaching, Software Documentation, Sales, Sourcing, Manufacturing, Risk Management, Operations Management, Contract Negotiation, Training, Real Estate, Leadership, Business Planning, Budgets, Real Estate Transactions
Education
University of Santo Tomas 1989 — 1993
BSC, Commerce
Penn Foster College 2008 — 2012
Associate, Industrial Engineering
sussex down college, UK 2001 — 2003
Diploma, Retailing and Distribution diploma
Heartland Institute of Financial Education July 2014 - May 2015
Travcoa November 2013 - June 2014
Travcoa January 2013 - November 2013
YMT Vacations July 2012 - January 2013
Skills
Social Media Marketing, Copywriting, Social Media, Google Analytics, Blogging, Leadership, Email Marketing, Microsoft Word, Microsoft Excel, Time Management, User Acceptance Testing, Training, Marketing, Editing, Business Development, Marketing Communications, Corporate Communications, Social Networking, Brochure Production, Web Development, Direct Marketing, Quality Assurance, PowerPoint, Microsoft Office, Fulfillment Services, Document Drafting, Content Management, Strategic Planning, Events Coordination, Event Planning
Education
California State University-Los Angeles 2011 — 2014
BSBA, Marketing/Marketing Management, General
Heartland Institute of Financial Education June 2014 - Present
Crystal Equation Corporation September 2012 - April 2015
IBM August 2011 - July 2012
AT&T Mobility June 2010 - December 2010
AT&T Mobility May 2007 - June 2010
Koenig & Strey Real Living January 2004 - May 2007
ABI Mortgage November 2002 - January 2004
AT&T Mobility October 1994 - November 2002
Skills
Solution Selling, Sales Process, Account Management, Selling, Direct Sales, Sales, Salesforce.com, Customer Service, New Business Development, Cold Calling, Telecommunications, Negotiation, Team Building, Contract Negotiation, Wireless, Managed Services, Leadership, Customer Satisfaction, Sales Operations, Management, Customer Retention, Strategy
Education
Roosevelt University 2000 — 2002
BGS, General Studies
Harper College
Associate of Arts and Sciences (AAS)
Six Sigma Green Belt training
Heartland Institute of Financial Education March 2014 - Present
Reed Construction Data July 2005 - October 2014
freelance photographer services January 2009 - March 2014
Mustang Properties March 2004 - March 2014
Skills
Microsoft Certified..., Real Estate License, HTML, Lightroom, Photoshop, Social Media, REPM, Photography, Video Editing, Digital Photography, Management, Strategic Planning, Leadership, Team Building, Sales, Customer Service, Public Speaking, Account Management, Blogging
Education
DeVry University-Georgia 2000 — 2003
Bachelor of Science (BS), Computer Information Systems
Towers High School
Wealthy Women Magazine December 2014 - Present
Maximize Your Wealth Now TV (WMAX TV) February 2014 - Present
Maximize Your Wealth Now March 2014 - Present
World Financial Group March 2011 - Present
Heartland Institute of Financial Education August 2012 - Present
Skills
Entrepreneurship, Leadership, Small Business, Public Speaking, Marketing, Strategy, Strategic Financial..., Sales, Investments, Finance, Life Insurance, Coaching, Financial Services, Social Networking, Long-term Care, Team Building, Retirement, IRAs, Wealth, Employee Benefits, Financial Advisory, Business Development, Financial Education, Retirement Planning, Business Planning, Health Insurance, Fixed Annuities, Estate Planning, Personal Finance, Business Networking, 401k, Insurance, Wealth Management, Business, Publisher & TV Producer
Education
Heartland Institute of Financial Education 2012 — 2013
CFE Certified Financial Educator®, Finance
San Jose State University 1970 — 1976
Bachelor's degree, Sociology
University of Metaphysics 2008 — 2010
Masters, Doctorate of Divinity
Heartland Institute of Financial Education January 2015 - Present
World Financial Group (WFG)- Atlanta Office January 2015 - Present
Audientis December 2014 - May 2015
Extraparadigm LLC November 2011 - December 2014
JP Turner & Company, LLC November 2013 - June 2014
Skills
Teamwork, Microsoft Excel, Customer Service, Financial Analysis, Finance, Microsoft Word, Research, Analysis, Microsoft Office, PowerPoint, Access, Risk Management, Social Media, Organizational..., Bloomberg, Leadership, Management, Time Management
Education
Georgia State University 2011 — 2014
Finance , Finance and Financial Management Services, A++
Georgia State University
Heartland Institute of Financial Education February 2014 - Present
World Financial Group (WFG) June 2013 - Present
Squire Corrugated Container Corporation January 2006 - April 2013
Southern Container Corporation May 1992 - January 2001
Southern Container September 1990 - January 2001
Skills
Microsoft Office, Strategic Planning, Customer Service, Microsoft Excel, Budgets, Team Building, Leadership, Insurance, Outlook, Sales, Financial Analysis, Access, Training, New Business Development, Customer Satisfaction, Finance, Sales Management, Product Development, Continuous Improvement, Account Management, Management, Packaging
Education
De La Salle University 1974 — 1979
Marketing Management and Behavioral Science, Business and Psychology
Xavier School 1962 — 1974
Heartland Institute of Financial Education June 2012 - Present
Sam Income Tax January 2011 - Present
Skills
Computers, Bilingual, Tax Preparation, Strategic Financial..., Financial Analysis, Small Business, Tax, Accounting, QuickBooks, Investments, Retirement Planning, Financial Reporting, Financial Accounting, Financial Services, Bookkeeping, Finance, Financial Modeling, Insurance, Wealth Management, Auditing, Accounts Receivable, Accounts Payable, Corporate Finance
Education
Central Washington University 2012 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Seattle Central Community College 2009 — 2012
Associate of Arts (A.A.), Accounting
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division March 2009 - Present
Heartland Institute of Financial Education June 2012 - Present
AIG VALIC October 2007 - February 2009
Infinity Financial Group, LLC September 2006 - July 2007
AEGON - Western Reserve Life May 2005 - July 2006
AEGON - Western Reserve Life October 2001 - May 2005
Secure Futures, Inc. March 1995 - October 2000
Pinellas County Schools August 1990 - June 1997
Florida Department of Corrections June 1982 - August 1990
Skills
Sales Management, Public Speaking, Organizational..., Market Development, Financial Advisory, Annuities, Insurance, Long Term Care, Consultative Selling, Mentoring, Coaching, Retirement Planning, Employee Benefits, Team Building, New Business Development, Strategic Planning, Business Planning, Mutual Funds, Financial Planning, Term Life Insurance, Leadership Development, Team Leadership, Retirement, Customer Relations, Succession Planning, Sales Support, Call Center, 401k, Fundraising, Problem Solving, Portfolio Management, Direct Sales, Securities, Investments, Hiring, Competitive Analysis, Marketing Strategy, ERISA, Buy-sell Agreements, Key Person Insurance, Deferred Compensation, IRAs, Qualified Retirement..., Strategic Financial..., Fixed Annuities, Training, Program Facilitation, Customer Service, Small Business, Leadership
Education
Penn State University
B.S., Administration of Justice
University of South Florida
Bachelor of Science (B.S.), Educational, Instructional, and Curriculum Supervision
Heartland Institute of Financial Education August 2012 - Present
World Financial Group October 2002 - Present
Transamerica Financial Advisors October 2002 - Present
Skills
Customer Service, Project Management, Microsoft Office, Marketing, Strategic Planning, New Business Development, Sales, Sales Management, Account Management, Negotiation, Team Building, Insurance
Education
Benedictine University 1999 — 2003
Finance, Business
Reavis H.S. 1995 — 1999
Heartland Institute of Financial Education August 2015 - Present
JPMorgan Chase & Co. September 2013 - Present
World Financial Group (WFG) June 2008 - Present
Bright Horizons January 2013 - August 2014
BELL (Building Educated Leaders for Life) June 2013 - July 2013
Magic Auto Detailing January 2005 - October 2005
Skills
Strategic Planning, Customer Service, Time Management, Microsoft Office, Facebook, PowerPoint, Critical Thinking, Non-profits, Event Planning, Marketing, Microsoft Word, Social Media, Research, Leadership, Teamwork, Outlook, Fundraising, Retail, Financial Analysis, Microsoft Excel, Public Speaking, Team Leadership, Spanish, Accounting, Analysis, Communication, Teaching, Sales, Data Entry, Market Research, Social Networking, Nonprofits, Finance
Education
Dominican University of California 2008 — 2012
Bachelors of Arts, Business Administration; Finance
Heartland Institute of Financial Education April 2013 - Present
Tax Help Colorado/Community College of Aurora January 2013 - March 2013
Tax Help Colorado January 2012 - March 2012
Tax Help Colorado January 2011 - March 2011
Hasan School of Business February 2008 - May 2008
Taco Bell May 2006 - May 2007
Belmont Residence Hall August 2006 - December 2006
Skills
PowerPoint, Word, Access, Research, Customer Service, Outlook, Microsoft Excel, Financial Accounting, Time Management, Microsoft Office, Analysis, Microsoft Word, Accounting, Leadership, Tax Preparation, Accounts Payable, QuickBooks, Tax, Variance Analysis, Cost Accounting
Education
University of Colorado Denver 2008 — 2010
MS, Accounting
Colorado State University-Pueblo 2004 — 2008
BSBA, Accounting
World Financial Group (WFG) January 2013 - Present
Heartland Institute of Financial Education January 2012 - Present
Burlingame Senior Care 2006 - Present
Burlingame Manor inc. January 2005 - Present
Intramuros Restaurant and Bar 2009 - 2012
Bay Area Homes, Inc. 2000 - 2005
Skills
Negotiation, Management, Nonprofits, Management Consulting, Marketing Communications, Entertainment, Recruiting, Program Management, Selling, Residential Homes, Public Speaking, Customer Service, Marketing, Event Planning, Strategic Planning, New Business Development, Event Management, Sales Management, Public Relations, Entrepreneurship, Training, Business Strategy, Fundraising, Teaching, Social Media Marketing, Strategy, Retail
Education
De La Salle University
La Salle Greenhills
Heartland Institute of Financial Education June 2012 - Present
Transamerica May 2011 - Present
Skills
Public Speaking, Financial Analysis, Investments, Strategic Planning, Leadership, Portfolio Management, Data Analysis, Financial Modeling, Nonprofits, Strategy
Education
Columbia University in the City of New York 2007 — 2011
BA, Economics & Philosophy
Public Sector Retirement Educators August 2014 - Present
Heartland Institute of Financial Education October 2010 - July 2015
The Society for Financial Awareness 2012 - 2014
Life and Health Insurance February 1997 - October 2010
Skills
Employee Benefits, Property & Casualty..., Small Business, Insurance, Underwriting, Investments, Fixed Annuities, Marketing, Health Insurance, Term Life Insurance, Life Insurance, Universal Life, Whole Life, Mortgage Lending, Disability Insurance, Commercial Insurance, Customer Service, Business Development, Public Speaking
Education
Hempstead High School
Bachlors
Iowa State University
Bachlors
Heartland Institute of Financial Education August 2014 - Present
World Financial Group (WFG) September 2013 - Present
National Metalwares, L.P. 2001 - 2009
McDonald’s Corporation 2000 - 2001
Skills
Strategic Financial..., Financial Analysis, Insurance, Customer Service, Microsoft Excel, Microsoft Office, Finance, Retirement Planning, Marketing, Financial Planning, Business Networking, Accounting, Accounts Payable, Marketing Strategy, Accounts Receivable
Education
Utah State University
Bachelor of Science (B.S.), Business Administration and Management, General
Northern Illinois University
CPA and CMA Review courses, Accounting
Waubonsee Community College
Accounting and Related Services
H&R Block Tax Courses
Tax Preparation
Heartland Institute of Financial Education 2012 - August 2013
The Little Gym Belmont September 2004 - November 2011
Runaway Tours, Inc January 2000 - February 2001
Runaway Tours, Inc January 1998 - January 2000
Skills
Small Business, Customer Service, Entrepreneurship, Coaching, Team Building, New Business Development, Strategic Planning, Business Strategy, Social Media Marketing, Google Analytics, Market Research, Product Development, Product Line Expansion, Trade Shows, New Customer..., Networking, Conflict Resolution
Education
Golden Gate University 1997 — 1999
Master of Science (MS), Human Resources Management
San Francisco State University 1991 — 1995
Bachelor's degree, International Business
World Financial Group (WFG) March 2012 - Present
Heartland Institute of Financial Education January 2012 - Present
Wantful March 2012 - March 2013
ROBLOX Corporation July 2011 - January 2012
Kaiser Permanente April 2011 - July 2011
Direct Partners March 2010 - March 2011
thinkSmart LLC August 2008 - March 2010
Integrated Marketing Technology January 2004 - August 2008
Skills
Google Adwords..., Databases, Microsoft Excel, Visio, SSRS, Business Objects, SQL, Microsoft SQL Server, HTML, CSS, Analytics, C#, Data Warehousing, T-SQL, VBA, XML
Education
University of California, Berkeley 1998 — 2001
BA, Economics and Statistics
George Washington High School
Heartland Institute of Financial Education June 2012 - Present
Heartland Institute of Financial Education September 2012 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division 1998 - Present
College Pro Painters November 1995 - November 1997
Education
Northern Illinois University 1994 — 1998
Bachelor of Science (BS)
St. Patrick High School 1990 — 1994
Better Properties Brokerage June 2011 - Present
World Financial Group (WFG) October 2011 - Present
Heartland Institute of Financial Education September 2012 - Present
The Business Finance Store November 2011 - Present
Century 21 All Professionals Real Estate January 2003 - June 2011
Intel Corporation August 1999 - May 2007
Skills
First Time Home Buyers, Single Family Homes, Relocation, Short Sales, Foreclosures, Sellers, Buyer Representation, REO, New Home Sales, Condos, SFR, Listings, Personal Financial..., Life Insurance, Social Networking, College Education..., Estate Planning, Small Business Lending, Selling, Investment Properties, Real Property, Real Estate, Investors, Referrals, Marketing, Property, Buyers, FHA, Mortgage Lending, Real Estate Transactions, Resellers, Townhomes, Luxury, Residential Homes, Rentals, HUD
Education
Tokyo Polytechnic University 1991 — 1995
Bachelor of Applied Science
Heartland Institute of Financial Education June 2012 - Present
Top Flite Financial, Inc. April 2008 - Present
Maywood Financial, Inc. December 2005 - March 2008
Federated Insurance June 2001 - July 2004
Premier Bank September 1998 - April 2001
Mercantile Bank September 1994 - August 1998
Skills
Mortgage Lending, Loans, Management, Credit, Sales, Finance, Refinance, Investment Properties, Mortgage Banking, Real Estate, Loan Origination, New Business Development, Process Improvement, Budgets, Leadership, Customer Service, Sales Management, FHA, Residential Homes, Residential Mortgages, Banking, Marketing, Insurance, Investments, Reverse Mortgages, Referrals, Recruiting, Underwriting, Commercial Lending, VA loans, Credit Analysis, Small Business Lending, FHA financing, Consumer Lending, Payroll, Funding, Financial Analysis, Certified Mortgage..., Government Loans, Home Equity Loans, Commercial Mortgages, Mortgage Underwriting, First Time Home Buyers, USDA, Foreclosures, Short Sales, Loss Mitigation, Construction Loans, Home Equity Lines of..., Strategic Financial...
Education
Loras College
BA, Finance & Management Information Systems
Heartland Institute of Financial Education May 2015 - August 2015
No Limits Volleyball Company June 2014 - October 2014
No Limits Volleyball Company October 2012 - July 2014
DECA Inc. May 2013 - May 2014
Jimmy John's June 2013 - November 2013
Skills
Leadership, Time Management, Organization Skills, Presentation Skills, Marketing, Communication, Teamwork, Event Planning, Public Speaking, Customer Service, Social Networking
Education
Clemson University 2014 — 2018
Accounting and Finance, Freshman
Eaglecrest High School 2010 — 2014
Heartland Institute of Financial Education August 2012 - Present
Heartland Institute of Financial Education 2012 - 2014
Bank of America 1975 - 1995
Education
Robert Morris University - Illinois
Associate's degree, Accounting and Business/Management
Heartland Institute of Financial Education July 2012 - Present
Skills
Adult Education, Financial Analysis, Teaching Adults, Human Resources, Strategic Financial..., 401k, Finance, Retirement Planning, Team Building, Leadership, Insurance
Education
Heartland Institute of Financial Education 2012 — 2012
Delivering Financial Education to Adults, PASS
Pima Community College 2009 — 2011
Associate of Science (A.S.), Accounting and Business/Management, 3.2
Affordable Insurance and Financial Services February 2013 - Present
Heartland Institute of Financial Education September 2012 - Present
World Financial Group November 2011 - Present
Indipendent Sales Agent for Life and Health August 2010 - Present
Blue Cross Blue Shield of Texas 2013 - 2014
BenefitMall March 2010 - December 2013
Dwight Otto Brokerage, Inc 2010 - 2011
Mutual of Omaha 2010 - 2011
American General Life & Accident August 2009 - July 2010
Roma Realty LLC June 1993 - December 2009
Skills
Health Insurance, Disability Insurance, Brokers, Insurance, Employee Benefits, Long Term Care, Annuities, Term Life Insurance, Retirement, Retirement Planning, Group Benefits, Small Business, Investments, Estate Planning, Financial Planning, Sales Management, Commercial Insurance, Customer Relations, Direct Sales, Critical Illness, New Business Development, Fixed Annuities, Long-term Care, Strategic Financial..., Real Estate, Customer Service, Sales, Entrepreneurship, Wealth, Business Planning, Finance, Management, Medicare, General Insurance, Universal Life, Financial Planners, Health Savings Accounts, Life Insurance, Business Strategy, Selling, Wealth Management, Long Term Care Insurance, Risk Management, 401k, Claim, Mortgage Lending, Financial Services, Whole Life, Time Management
Education
Kaplan University in Dallas, tx 2008 — 2008
Gujarat University 1982 — 1989
Masters, Banking and Tax Law
Heartland Institute of Financial Education August 2012 - Present
HRSolutions August 2008 - August 2012
Starbucks Coffee Company February 2001 - July 2008
Skills
Management, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Customer Satisfaction, Retail, Small Business, Fixed Annuities, Customer Service, Sales, Succession Planning, Insurance, Long-term Care, Team Building
Education
The University of Kansas 1990 — 1992
BS in Journalism, Science, Business, Communications
Baylor University 1987 — 1990
Heartland Institute of Financial Education November 2012 - Present
World Financial Group (WFG) August 2012 - Present
State of Texas April 1999 - Present
The Independent Order of Mechanic Preston Unity Friendly Society, Inc. 1989 - Present
Dow Chemical May 1985 - October 1994
Ramada Inn April 1981 - May 1985
Island Life Insurance Company July 1975 - February 1980
Workers Savings and Loan Bank February 1974 - June 1975
First National City Bank January 1968 - February 1974
3rd Battalion, Jamaica Defence Force 1969 - 1973
Skills
Strategic Planning, Budgets, Insurance, Small Business, Accounting, Financial Analysis, Negotiation, Customer Service, Risk Management, Real Estate, Strategic Financial..., Team Building, Investments, Contract Negotiation, Financial Reporting, Finance, Business Strategy, Coaching, Management Consulting, Leadership, Project Management, SAP, Management, Business Planning, Accounts Payable, Banking, Analysis, Mergers & Acquisitions, Forecasting, Business Process..., Business Development, Due Diligence, Strategy, Marketing, Microsoft Office, Public Speaking, Sales, Marketing Strategy, Entrepreneurship, Financial Services, Event Planning, Leadership Development, Microsoft Excel, Nonprofits, Program Management
Education
Covenant International University 2014 — 2014
Doctor of Philosophy (Ph.D.), Pastoral Care and Counselling
University of Phoenix 2007 — 2009
MBA, Business
Lamar University 1980 — 1985
B.B.A., Accounting
Wolmer's Schools 1961 — 1967
GCE O & A Level, High School
ClearVista Financial 2008 - Present
Heartland Institute of Financial Education 2010 - October 2011
vcfo 2007 - 2008
Buchanan Ingersoll & Rooney 2006 - 2007
DLA Piper 2004 - 2006
PricewaterhouseCoopers 2000 - 2003
George Mason University 1997 - 2000
Skills
Financial Planning, Retirement Income..., Investment Advisory, Wealth Management, Long-term Care, Saving for Education, Investments, Securities, Insurance, Financial Analysis, Entrepreneurship, Start-ups, Public Speaking, Asset Management, Small Business, Retirement, Strategic Financial..., Strategy, Finance, Portfolio Management, Mergers & Acquisitions, Marketing
Education
George Mason University 1997 — 2001
University of North Texas 1995 — 1996
MS
Baylor University 1989 — 1993
BA
Mt. Pleasant High School 1985 — 1989
Beyond Your Hammock August 2013 - Present
Babson College Alumni Association September 2012 - Present
St. John's Preparatory School Alumni Association August 2009 - Present
Breakwater Asset Management, LLC January 2013 - August 2013
Independent Financial Advisor January 2008 - December 2012
Babson College Financial Services Career Affinity Group September 2008 - September 2012
Heartland Institute of Financial Education September 2009 - January 2012
JPMorgan Chase 2004 - 2007
State Street Corporation July 2002 - October 2004
Skills
Retirement Planning, Financial Planning, Risk Management, Asset Management, Wealth, Leadership, Estate Planning, Finance, Strategic Financial..., Strategic Planning, Financial Services, Mutual Funds, Tax, Investments, Asset Managment, Financial Analysis, Investment Management, Management, Employee Benefits, Investment Advisory, Retirement, Budgets
Education
Babson College 1998 — 2002
Bachelor of Science, Finance, Accounting, Economics
St. John's Prep 1995 — 1998
World Financial Group (WFG) July 2012 - Present
Heartland Institute of Financial Education January 2013 - Present
AllCare Orthodontic Center May 2009 - August 2012
Chinese American Service League May 2010 - August 2010
Skills
Mandarin, Chinese, Japanese, Cantonese, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Event Planning, Public Speaking, Research, Microsoft Word, Korean, Photoshop, Data Analysis, Customer Service, English, Facebook, Access
Education
경희대학교 / Kyung Hee University 2012 — 2012
Culture Exchange
甲南大学 / Konan University 2011 — 2012
Exchange Student, Japanese Language and Literature
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor's degree, East Asian Language and Culture
Financial Resources of America - Florida 2015 - Present
JV Consulting 2009 - Present
Black Portfolio Insurance Group April 2013 - 2014
Heartland Institute of Financial Education February 2013 - September 2013
AmeriLife and Health Financial Services, LLC 2010 - 2012
AEGON USA January 1986 - December 2008
IDS/American Express 1984 - 1985
Skills
Insurance, Strategic Financial..., Investments, Retirement Planning, Fixed Annuities, Mutual Funds, Employee Benefits, Leadership, Mergers & Acquisitions, Life Insurance, Retirement, Negotiation, Health Insurance, Finance, New Business Development, Marketing, 401k, Small Business, Asset Allocation, Term Life Insurance, Estate Planning, Investment Advisory, Wealth Management, Risk Management, Financial Services, Series 7, Financial Analysis, Wealth, Pensions, Asset Management, Investment Strategies, Lead Generation, Due Diligence, IRAs, Series 6, Relationship Management, Securities, Personal Finance, Financial Planners, Underwriting, Long-term Care, Portfolio Management, Tax, Investment Management, Financial Advisory, Series 63, Alternative Investments, Disability Insurance, Financial Risk, Long Term Care Insurance
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1994
EMBA, Business
Heartland Institute of Financial Education December 2005 - Present
UC Davis July 2007 - July 2009
Harvard University July 2006 - July 2007
Education
University of Rochester 2002 — 2006
Doctor of Philosophy (PhD), Organic Chemistry
Wuhan University 1997 — 2001
Bachelor of Science (BS), Chemistry
Heartland Institute of Financial Education September 2011 - Present
KAINOS Asset Management January 2011 - Present
The Arbitrage Advisory Group April 2009 - January 2011
World Financial Group (WFG) June 1994 - May 2009
WMA/WFG 1994 - 2009
National Aeronautics and Space Administration May 1989 - May 1996
Skills
Public Speaking, Financial Planning, Customer Relations, Strategic Planning, Team Building
Education
The George Washington University 1993 — 1995
Mechanical Engineering
Embry-Riddle Aeronautical University 1987 — 1992
Aerospace Engineering & Mathematics
University of Maryland College Park 1985 — 1987
Aerospace Engineering
Gaithersburg High School 1982 — 1985
Stewart Insurance and Financial Services Agency LLC October 2014 - Present
Heartland Institute of Financial Education June 2012 - Present
Farmers Insurance Agency March 2011 - November 2014
MB Financial Bank April 2008 - April 2010
Fifth Third Bank March 2004 - February 2008
Gold Coast Mortgage January 2002 - March 2004
Harris Bank January 2001 - January 2002
Morgan Stanley Smith Barney January 1999 - January 2001
Skills
Sales, CRM, Investments, Insurance, Management, Retirement Planning, Business Development, Banking, Training, Mortgage Lending, Finance, Financial Services, Loans, Portfolio Management, Financial Analysis, Asset Allocation, Negotiation, Lead Generation, Financial Risk, Securities, Financial Advisory, Contract Negotiation, Strategic Planning, Cold Calling, Marketing, Wealth Management, Time Management, Asset Management, Term Life Insurance, Accounting, Relationship Management, Strategic Financial..., Series 7, Disability Insurance, Fixed Annuities, Business, Small Business, Estate Planning, Life Insurance, Credit, Mutual Funds, Executive Management, 401k, IRAs, Underwriting, Investment Advisory, Series 63, Retirement, Risk Management, Long-term Care
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
MBA, Finance
Northern Illinois University 1988 — 1994
Bachelor of Arts, Economics
National Society of Hispanic MBAs (NSHMBA) January 2014 - Present
World Financial Group (WFG) September 2011 - Present
United States Postal Service May 2014 - August 2015
Heartland Institute of Financial Education April 2013 - July 2015
Spirit Halloween August 2013 - November 2013
BTI Group Mergers & Acquisitions January 2008 - March 2013
Nowell's Lighting April 2007 - April 2011
Franadvisors, Inc. February 2003 - April 2007
NSHMBA August 2001 - January 2004
Accenture August 2001 - August 2002
Skills
Mergers, Business Valuation, Business Development, Negotiation, Marketing Strategy, Sales, Succession Planning, Strategic Financial..., MIS, Retirement Planning, Expert Witness, Business Strategy, Operations Management, Mergers & Acquisitions, Management Consulting, B2B, Strategy, Private Equity, Business Planning, Entrepreneurship, Management, Competitive Analysis
Education
SMU-Cox School of Business 1999 — 2001
Master Business Administration, General Management & Marketing
DeVry University 1990 — 1993
Bachelor of Science, Operations Management
Facebook Application Developer October 2014 - Present
BIZVID.COM April 2014 - December 2014
Heartland Institute of Financial Education June 2012 - April 2014
Financial Company (not disclosed) January 2011 - April 2014
Cactus Crossing Homeowners Association 2010 - September 2011
Harbaugh Las Vegas September 2007 - March 2011
CitiFinancial August 2006 - September 2007
Oce' Imagistics March 2005 - June 2006
Mimi's Cafe 2002 - 2005
CA State Assembly 1999 - 2000
Skills
Public Speaking, Training & Development, Client Centered..., Mentoring, Coaching, Writing, Finance, Team Building, Selling, Training, Teaching, Nonprofits, Organizational..., New Business Development, Marketing, Entrepreneurship, Small Business, Business Development, Direct Sales, Employee Training, Sales Management, Customer Service, Sales, Business Planning, Event Planning, Strategy, Leadership Development, Leadership, Event Management, Management, Social Media
Education
Syracuse University 1997 — 1998
MPA, Public Administration
University of California, Santa Cruz 1991 — 1993
B.A., Sociology
De Anza College 1989 — 1991
A.A., Liberal Studies
Heartland Institute of Financial Education June 2015 - Present
World Financial Group (WFG) April 2015 - Present
Swett & Crawford, A CGSC Company January 2014 - March 2015
Marsh & McLennan Companies October 1995 - December 2013
Skills
Retirement, Management, Finance, Insurance, Sales, Property & Casualty..., Commercial Insurance, General Insurance, Underwriting, Life Insurance
Education
Truman State University
Bachelor’s Degree
San Francisco State University August 2015 - Present
San Francisco State University August 2015 - Present
Jack's Restaurant and Bar July 2014 - Present
Firefly Center Therapy Services for Children March 2015 - August 2015
Heartland Institute of Financial Education February 2013 - August 2014
A Better Way, Inc. June 2013 - August 2013
Skills
Communication, Pediatric Occupational..., Family Services, Leadership, Health & Wellness, Microsoft Word, Microsoft Excel, Team Building, Customer Service, Long-term Care, Public Speaking, Retirement, Retirement Planning, Fixed Annuities, Management, Sales, Marketing, Financial Planning, Microsoft Office, PowerPoint
Education
San Francisco State University 2013 — 2015
Bachelor's degree, Kinesiology and Exercise Science
Skyline College 2008 — 2012
Associate of Arts (AA), Kinesiology and Exercise Science
El Camino High School
High School
Google via Advantage Technical Resourcing September 2014 - Present
Heartland Institute of Financial Education August 2012 - September 2014
IBM / Manpower April 2005 - May 2012
Transamerica October 2002 - April 2005
Sun Microsystems, Inc. May 2001 - August 2001
Sun Microsystems, Inc. June 2000 - September 2000
Skills
Project Management, Digital Marketing, Event Management, Community Management, Social Media, Program Management, Developer Relations, Marketing Communications, Content Marketing, Social Media Marketing, Social Media Measurement, Technical Marketing..., Enterprise Software, B2B Marketing, B2C marketing, Budgets, Vendor Management, Salesforce.com, ACT!, HTML, Virtual Teams, Workshop Facilitation, Product Marketing, Survey Design, Transmedia Storytelling, Infographics, Market Research, Data Analysis, Analytics, Competitive Analysis, Market Analysis, Reporting & Analysis
Education
UC Berkeley 2000 — 2002
Bachelor of Science (B.S.), Business Administration
UC Irvine Extension 2014 — 2015
Internet Marketing Certificate, Digital Marketing
Google Analytics
Ecommerce Analytics: From Data to Decisions
Udacity
Android Development for Beginners
J.P. Morgan July 2015 - Present
CDW October 2014 - July 2015
Heartland Institute of Financial Education January 2014 - July 2015
JPMorgan Chase August 2012 - December 2013
Struggling Youth Equals Successful Adults, NFP (SYESA) July 2011 - August 2012
First American Bank June 2005 - June 2011
Education
Hampton University 2001 — 2005
Bachelor of Science
Heartland Institute of Financial Education June 2012 - Present
World Financial Group (WFG) October 2007 - Present
Skills
Employee Benefits, Financial Services, Insurance, Investments, Management, Nonprofits, Program Management, Strategy, Retirement Planning, Team Leadership, Team Building, Small Business
Education
Mercer University
Master of Business Administration (MBA), Business Administration and Management, General
Heartland Institute of Financial Education September 2015 - Present
World Financial Group (WFG) September 2015 - Present
World Financial Group (WFG) September 2015 - Present
New York Life Insurance Company April 2015 - September 2015
World Financial Group (WFG) August 2014 - April 2015
Berkshire Hathaway HomeServices Northwest Real Estate January 2011 - August 2014
Inversiones Ral SAC February 2009 - December 2009
Zeus Maritime S.R.L. Shipping Agency & Brokering January 2008 - December 2008
Vision Tecnologia del Peru October 2004 - December 2007
Skills
Marketing, Real Estate, Investment Properties, Management, Sales, Social Networking, Negotiation, Social Media Marketing, Small Business, Email Marketing, First Time Home Buyers, Finance, Networking, Online Marketing, Short Sales, Sellers, Website Promotion, Database Marketing, Business Process, Contact Management, Prospecting Skills, Educational Technology, Real Estate Transactions, Foreclosures, Investors, Referrals, Insurance, Life Insurance, Long Term Care Insurance, Term Life Insurance, Income Protection, Strategic Planning, Team Building, Personal Finance
Education
Universidad Nacional Mayor de San Marcos 2004 — 2009
Bachelor's Degree, International Business Management
Heartland Institute of Financial Education October 2014 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
World Financial Group (WFG) November 2005 - Present
HOH April 2014 - June 2014
KBR, Inc. May 2008 - July 2012
World Group Securities February 2009 - January 2012
HR Green, Inc. May 2006 - April 2008
Professional Power Products Inc. December 2005 - April 2006
Education
Southern Illinois University, Carbondale 1998 — 2005
BS, Electrical Engineering
Covered California October 2013 - Present
Heartland Institute of Financial Education April 2013 - Present
World Financial Group (WFG) 2011 - 2014
WildAid March 2011 - February 2012
Singtao Chinese Radio Station March 2011 - July 2011
DingDing TV September 2010 - April 2011
Academy of Art University September 2010 - January 2011
KTSF January 2010 - May 2010
Skills
Final Cut Pro, Photoshop, Video Editing, Multimedia, Video Production, After Effects, Report Writing, Marketing, Finance, Bilingual, College Planning, Financial Planning, Journalism, TV production, Radio Broadcasting, Premiere, Wavelab, Radio Production, Editing, Digital Media, Videography, Post Production, Video, Adobe Creative Suite, Creative Writing, Storytelling, Media Production
Education
Academy of Art University 2009 — 2011
Master of Arts, Multimedia Communications
Zhejiang University of Media 2004 — 2008
· Bachelor, Arts; Broadcast and TV journalism
Heartland Institute of Financial Education June 2012 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division December 2012 - Present
World Financial Group (WFG) October 2004 - Present
Robert Morris University July 2002 - December 2009
City of Chicago August 2001 - July 2002
Robert Morris University, Chicago, IL February 1999 - July 2002
Robert Morris College July 1997 - February 1999
Skills
Public Speaking, Customer Service, Entrepreneurship, Financial Analysis, Accounting, Budgets, Non-profits, Finance, Management, Outlook, Account Reconciliation, Microsoft Word, Strategic Planning, Strategy, Recruiting, Sales, Nonprofits, Analysis, Accounts Receivable, Spanish-speaking, Marketing, Insurance, Leadership, Training, Small Business, Time Management, Team Building, Leadership Development, Social Networking, Business Planning, Event Planning, Team Leadership
Education
Robert Morris University - Illinois 1996 — 1999
BBA, Accounting
World Financial Group (WFG) November 2012 - Present
Heartland Institute of Financial Education August 2013 - Present
Millbrae Smile Center September 2012 - July 2014
West Coast University February 2010 - August 2012
Millbrae Smile Center 2003 - 2010
Prime Time Athletics 2007 - 2008
AMAS Family Karate, ISKF 2001 - 2004
Skills
Financial Services, Finance, Life Insurance, Long Term Care Insurance, Personal Finance, Retirement Savings, IRAs, Retirement Planning, Strategic Financial..., Financial Education, Tax Shelters, Investment Strategies, College Education..., Index Universal Life, Financial Strategy, Health Insurance, College Savings Plans, Charity, Licensed Life & Health..., Life & Health Insurance..., Financial Planning, Customer Service, Healthcare, Public Speaking, Management, Marketing, Retirement, Leadership, Event Planning
Education
West Coast University-Orange County 2010 — 2012
Bachelor of Science (BS), Dental Hygiene/Hygienist
Mercy High School, Burlingame 2001 — 2005
College of San Mateo
Pre-Dental Hygiene, Pre-Dentistry Studies
Heartland Institute of Financial Education June 2014 - Present
Green Solar Hawaii April 2013 - Present
World Financial Group (WFG) January 2012 - Present
Skills
Sales, Customer Service
Education
Hawaii Pacific University 2001 — 2003
Marketing and Management
Heartland Institute of Financial Education July 2015 - Present
World Financial Group (WFG) February 2015 - Present
Nordstrom February 2015 - March 2015
South Seattle Community College January 2014 - February 2015
Equity Residential May 2014 - September 2014
Skills
Customer Service, Customer Satisfaction, Life Insurance, Financial Planning, Financial Services, Health Insurance, Retirement Planning, College Education..., Medicare, Hospitality, Hospitality Management, Microsoft Office, Teamwork, PowerPoint, Property Management, Social Media, Leadership, Sales Management, Marketing, Bilingual, Multicultural, Event Planning, Events Coordination, Microsoft Excel
Education
South Seattle College 2013 — 2014
Bachelor of Applied Science (BASc), Hospitality Administration/Management, GPA 3.97
Seattle Central Community College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General
Heartland Institute of Financial Education July 2015 - Present
UCLA October 2014 - June 2015
UCLA October 2014 - June 2015
DECO Classic Ltd July 2014 - September 2014
Foothill College November 2013 - August 2014
Foothill College February 2013 - May 2013
Greenfield Bookstore July 2012 - July 2012
Skills
Microsoft Office, Public Speaking, Event Planning, Event Management, Foreign Languages, Critical Thinking, Challenging Environment, Fast-paced, Events Coordination, Cross-functional Team..., Social Media, Marketing Communications, Marketing
Education
University of California, Los Angeles 2014 — 2016
Bachelor's degree, Psychology Linguistics
Foothill College 2012 — 2014
Associate of Arts (A.A.), Communications
Enrolled Agent - Income Tax Preparation June 2015 - Present
Heartland Institute of Financial Education May 2015 - Present
World Financial Group (WFG) January 2015 - Present
Skills
Leadership, Team Building, Microsoft Excel, Strategic Planning, Customer Service
Education
SUNY Binghamton 1990 — 1995
Economics, Bachelor's degree
Flushing High School 1987 — 1990
Y. Hata & Co., Ltd. August 2015 - Present
Heartland Institute of Financial Education September 2012 - Present
World Financial Group (WFG) June 2011 - Present
Skills
Facebook, Outlook, Team Leadership, Data Analysis, Teamwork, Customer Service, PowerPoint, Editing, Management, Public Relations, Public Speaking, Time Management, Social Media, Programming, Teaching, English, Microsoft Word, Project Management, Marketing, Leadership, Microsoft Excel, Illustrator, Java, Windows, Social Networking, Microsoft Office, JavaScript, Matlab, Research, Event Planning, Social Media Marketing, Budgets
Education
Hawaii Pacific University 2009 — 2015
BSBA, Finance, General
Washington Financial Services,LLC January 2015 - Present
Sam Income Tax September 2012 - Present
Heartland Institute of Financial Education August 2012 - Present
World Financial Group (WFG) July 2012 - Present
World System Builder January 2015 - May 2015
Bellevue College July 2011 - June 2012
Greenwood April 2011 - August 2011
Friends of Youth April 2011 - June 2011
Bellevue College October 2009 - April 2011
Skills
Data Entry, Accounting, Outlook, Access, Data Analysis, Database Management, Internet Research, Biolanguage, Financial Reporting, Financial Analysis, Financial Planning, Budgeting, Excel, Quickbooks, PowerPoint, Business Management, Leadership, Social, Enterprise, Marketing, Licensed Life Insurance..., College Planning, Tax Preparation, Property Tax, Payroll, Bookkeeping, FAFSA, Health Insurance, Teamwork, Time Management, Communication, Mortgage, Builder, Ownership, Public Speaking, Microsoft Office, Event Planning, Research, Nonprofits, Management, Microsoft Word, Program Management, Strategic Planning, Social Networking, Budgets, Account Reconciliation, Microsoft Excel, Strategic Financial..., Tax
Education
Bellevue Community College 2009 — 2012
Association Degree, Accounting
University of Natural Science 2004 — 2008
Bachelor of Environmental Sicence, Evironmental Science
Heartland Institute of Financial Education November 2013 - Present
Ambassador Education Solutions July 2013 - Present
Balance Right Services April 2013 - July 2013
Rotary #3367 January 2010 - March 2012
Golden Bay Tax and Book Keeping October 2010 - June 2011
Skills
Management, Finance, Nonprofits, Small Business, Social Media, Tax, Time Management, Leadership, Customer Service, Event Planning, Program Management, Research, Training, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Social Networking, Community Outreach
Education
Heald College-Concord 2011 — 2013
Accounting, Business/Accounting management
De Anza high school 2006 — 2010
Public Highschool Diploma
Heartland Institute of Financial Education July 2012 - Present
NASA August 1989 - Present
Skills
Analysis, Nonprofits, Program Management, Teaching, Systems Engineering, Team Leadership, Leadership, Aerospace, Data Analysis, Microsoft Office, Microsoft Excel, Spacecraft, Project Planning, Project Management, Testing, Engineering Management, Integration, Engineering
Education
Texas A&M University 1984 — 1988
Computer Engineer
Heartland Institute of Financial Education April 2012 - Present
World Financial Group (WFG) March 2010 - Present
Skills
Microsoft Word, Budgets, Microsoft Office, PowerPoint
Education
San Jose State University
Bachelor's degree, Business Administration and Management, General
Apollo Group Inc. / University of Phoenix August 2007 - Present
Heartland Institute of Financial Education November 2012 - Present
World Financial Group (WFG) February 2012 - January 2014
National Association for Independent Landlords September 2006 - August 2007
Skills
Critical Thinking, Public Speaking, Adult Education, Leadership Development, Higher Education, Leadership, Coaching, Career Counseling, Staff Development, Customer Service, Team Building, Resume Writing, E-Learning, Management, Student Affairs, Microsoft Office, Program Management, Time Management, Conflict Resolution, Marketing, Employee Training, Recruiting, Training, Interviews, Employee Benefits, Human Resources, Networking, Organizational..., Access, Healthcare, Team Leadership, Payroll, Policy, College Recruiting, Employee Relations, Process Scheduler, Performance Management, Finance, Strategic Planning, Microsoft Excel
Education
University of Phoenix 2008 — 2009
Masters in Business Administration, Business, 3.98
University of Houston 2004 — 2006
Bachelor of Science (B.S.), Kinesiology and Exercise Science, 3.2
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division May 1998 - Present
Heartland Institute of Financial Education June 2012 - Present
MC & Associates Financial Group May 1998 - Present
Skills
IRAs, Life Insurance, Long-term Care, Financial Education, Sales Rep Training, Public Speaking, Adult Education, Financial Markets, Wealth Preservation..., Annuities, Branch Management, College Education..., certified financial..., Estate Planning, Disability Insurance, Pensions, 401k Rollovers, Retirement Plan...
Education
Northern Illinois University - College of Business 1994 — 1998
Bachelor of Science, Major in Business Marketing, Minor in Italian Language
Heartland Institute of Financial Education August 2012 - Present
World Financial Group February 2008 - Present
Skills
Strategic Financial..., Marketing, Financial Analysis, Finance, Insurance, Training, Leadership, Strategic Planning, Business Strategy
Education
Colegio De San Juan De Letran 1992 — 1997
BSBA, Computer Management
Colegio de San Juan de Letran 1992 — 1997
Bachelor of Science in Business Administration
Heartland Institute of Financial Education March 2012 - Present
Heartland Institute of Financial Education March 2012 - Present
hife-usa.org March 2011 - Present
World Financial Group (WFG) 2008 - Present
Toyota 2010 - 2014
Skills
Management Consulting, Leadership, Customer Service, Business Strategy, Strategic Planning
Education
Pines City Colleges, Baguio City 1989 — 1994
Bachelor's Degree, Physical Therapy/Therapist
Heartland Institute of Financial Education August 2012 - Present
World Financial Group August 2003 - Present
Education
National Chengchi University
Heartland Institute of Financial Education June 2012 - Present
Heartland Institute of Financial Education September 2012 - Present
World Financial Group & TransAmerica Financial Advisors October 2004 - Present
RMC Water and Environment August 2006 - February 2008
Brown and Caldwell June 2003 - July 2006
Schaaf & Wheeler Consulting Civil Engineering 1998 - 2002
Skills
Client Relations Skills, Professional Mentoring, Team Building, Team Management, Team Leadership, Client Development, Client Education, Adult Education, Personal Finance, Business Planning, Employee Benefits, Employee Wellness, Estate Planning, Wealth Management, Wealth Accumulation, Wealth Preservation..., Wealth Accumulation..., Health Insurance, Life Insurance, Term Life Insurance, Return on Investment, Investment Strategies, Investment Management, Account Management, Money Management, Strategic Financial..., Financial Education, Debt Settlement, Debt Management, Retirement Planning, Retirement Savings, Qualified Retirement..., Retirement, Retirement Plan..., Long Term Care Insurance, Long Term Business..., Long Term Business..., Long-term Care, Human Resources, ERISA, College Savings Plans, Saving for Education, Savings Accounts, Teamwork, Team-oriented, Training, Public Speaking, Insurance, Fixed Annuities, Investments
Education
Stanford University 2002 — 2003
M.S., Environmental Fluid Mechanics and Hydrology
Santa Clara University 1998 — 2002
B.S., Civil Engineering with an Environmental Emphasis
Punahou School 1985 — 1994
Headway Consulting November 2012 - Present
Heartland Institute of Financial Education August 2012 - Present
Mind Body Spirit Rehab October 2009 - October 2012
MBS Rehab April 2003 - October 2009
Doctor's Hospital November 1999 - April 2000
Life Care Centers of America 1994 - 1999
Skills
Healthcare, Hospitals, Strategic Planning, Team Building, Healthcare Information..., Rehabilitation, Leadership Development, Public Speaking, Physician Relations, Elder Care, Customer Service, Employee Relations, Budgets, New Business Development, Applicant Tracking..., Wound Care, Nursing, Start-ups, Healthcare Industry, Clinical Research, Coaching, EMR, Program Management, Leadership, Recruiting, Teaching, Business Development, Management, Training, Entrepreneurship, Finance, Healthcare Consulting, Marketing, Medicaid, Nonprofits, Physical Therapy, Software Documentation, Small Business, Staff Development, Quality Improvement
Education
University of Phoenix 2005 — 2009
Masters, Business Administration
Cebu Doctor's College 1986 — 1989
Bachelors, Physical Therapy
University of Philippines Cebu 1985 — 1986
Undergraduate, Biology, General
Heartland Institute of Financial Education June 2015 - Present
County of Tulare February 2014 - Present
World Financial Group (WFG) February 2015 - Present
World System Builder (WSB) February 2015 - Present
Kern County Medical Ctr January 2013 - October 2013
Bakersfield Acute Dialysis October 2012 - March 2013
Good Samaritan Hospital February 2012 - March 2012
San Joaquin Community Hospital February 2011 - January 2012
Saint John's Home Health Care Center September 2008 - December 2008
American Health Associates, Inc. June 2008 - September 2008
Skills
Healthcare, Public Relations, EMR, Health, Microsoft Office, Research, Word, Analysis, Editing, Excel, Documentation, EHR, PowerPoint, Data Entry, Healthcare Information..., Healthcare IT, Windows, HIPAA, Medical Records, Government, Policy, Writing, Administration, Strategic Planning, Health Information..., ICD-9, HTML, Medical Terminology, Teaching, Health Insurance, Microsoft Excel, Microsoft Word, Software Documentation, Cerner, Informatics, Leadership, Medicare, CPT, Meditech, Medical Coding, Training, Medical Billing, Revenue Cycle
Education
Fresno City College 2012 — 2013
Certificate, Health IT Workforce Development Program
Devry University 2008 — 2011
AA, Health Information Technology
St. Louis University (PH) 1991 — 2003
Master of Arts, Literature
Saint Louis University (PH) 1987 — 1991
Bachelor of Arts, Communication
University of Baguio 1983 — 1987
High School, High School/Secondary Diplomas and Certificates
Heartland Institute of Financial Education January 2006 - Present
Heartland Institute of Financial Education January 2006 - Present
Skills
Public Speaking, Adult Education, Staff Development, Leadership Development
Education
City University of Seattle 1993 — 1996
Heartland Institute of Financial Education September 2012 - Present
World Financial Group (WFG) May 2012 - Present
RDs for Healthcare July 2007 - Present
Skills
Healthcare, Nutrition, Public Speaking, Nutritional Counseling, Health Education, Long-term Care, Team Building, Public Health, Teaching, Critical Thinking, PowerPoint, Microsoft Office, Fitness, Health Promotion, Clinical Research, Food Service, Diabetes
Education
Peking University
through UCD study abroad program
University of California, Davis
Bachelor of Science (BS), Bachelor of Arts (BA), Dietetics/Clinical Nutrition, Chinese Studies
University of California, San Francisco
Heartland Institute of Financial Education May 2012 - Present
University of Maryland Baltimore County 1999 - 2003
Skills
Asset Managment, Higher Education, Public Relations, Strategic Financial..., Wellness, Youth Mentoring, Program Management
Education
Indiana University Bloomington
Master's degree, Higher Education/Higher Education Administration
University of Delaware
Bachelor of Science (BS), Psychology
WD, a Western Digital company December 2013 - Present
Heartland Institute of Financial Education December 2012 - Present
Western Digital February 2008 - Present
World Financial Group (WFG) November 2007 - Present
Western Digital August 2003 - February 2008
Motion Picture Industry Pension & Health Plans June 2003 - August 2003
Read-Rite Corporation June 2000 - June 2003
Scion Photonics Inc. September 2001 - February 2002
Read-Rite Philippines October 1998 - June 2000
Read-Rite Philippines June 1996 - October 1998
Skills
Firmware, Semiconductors, Software Development, Software Engineering, Debugging, Testing, Automation, Oracle, Electronics, Cross-functional Team..., C++, PLC, Project Management, C#, Wonderware, Agile Methodologies, Programming, Troubleshooting, Six Sigma, Engineering Management, Linux, Integration, Software Design, Manufacturing, Product Management, SDLC, C, .NET, Visual Basic, Engineering, Product Development, Visual Studio, Embedded Systems, Unix, Software Project..., Database Design, Databases, Software Documentation
Education
Mapua Institute of Technology 1990 — 1994
BS, Computer Engineering
Mapua Institute of Technology
BS, Electronics and Communications Engineering
HFG Advisors July 2005 - Present
Heartland Institute of Financial Education July 2005 - Present
Education
Colorado State University 2001 — 2005
Bachelor, Finance
Savvy Wordpress Network September 2014 - Present
Community College of Aurora August 2012 - Present
Heartland Institute of Financial Education October 2012 - Present
Jean Lowry and Associates July 1998 - Present
Water Research Foundation 2000 - January 2012
Quantum Integrations 2004 - 2006
Denver Technical College 1998 - 2001
American Water Works Association August 1987 - July 1998
Skills
Active Directory, SharePoint, Windows Server, Microsoft Office..., Microsoft SQL Server, IIS, SharePoint Designer, InfoPath, Microsoft Exchange, VMware, HTML, Microsoft Technologies, Hyper-V, SQL, Software Documentation, Databases, Web Development
Education
Southern Illinois University, Edwardsville 1973 — 1996
Math, Information Systems
Regis University 1993 — 1995
Computer Information Systems
Southern Illinois University
Management Information Systems
USPJ Academy
Microsoft SharePoint
Heartland Institute of Financial Education April 2014 - Present
Financial Advisor November 2010 - Present
TFS Freight Int'l August 2006 - October 2012
Kotek America, Inc. August 2005 - August 2006
Skills
Data Entry, Customer Service, Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Budgets, Financial Analysis, Microsoft Excel, Finance, Marketing, Insurance, Microsoft Word, Management, Microsoft Office, PowerPoint, Data Analysis, Auditing, Retail
Education
Rutgers University – Camden 2005 — 2007
Master of Business Administration (M.B.A.)
Rutgers University – Camden 2003 — 2005
MBA, Finance & Management
FSR Certifed Public Accountants, Ltd. November 2008 - Present
Heartland Institute of Financial Education September 2011 - September 2012
Harris Bank April 1974 - May 2006
Education
Loyola University Chicago 1971 — 1973
BA, Sociology
Loyola University New Orleans 1969 — 1971
Covered California October 2013 - Present
Heartland Institute of Financial Education August 2013 - Present
Bay Realty Group, Inc. December 2007 - June 2013
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Real Estate, Loans, Mortgage Lending, Strategic Planning, Insurance, Small Business, Health Insurance
Education
Beijing Normal University
Bachelor of Science (BS), Psychology
The University of New Mexico
Master, Psychology
Heartland Institute of Financial Education July 2012 - Present
World Financial Group (WFG) December 2008 - Present
LEEHAM, Inc. November 2007 - May 2009
First Class Messenger December 2000 - April 2008
Skills
Tax, QuickBooks, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Budgets, Financial Accounting, Strategic Planning, Auditing, Ma, Management, Leadership Development, Leadership, Team Leadership, Business, Sports Coaching, Business Coaching, Lifestyle, Coaching, Sales, Training, Team Building, Tax Preparation, Payroll, Strategic Financial..., Marketing, Nonprofits, Business Strategy, Forecasting, Public Speaking
Education
California State University-Los Angeles 2006 — 2008
Bachelor, Accounting
Glendale Community College 2003 — 2006
Associate Art, Business Administration
World Financial Group July 2011 - Present
Heartland Institute of Financial Education November 2011 - Present
Sheltering Arms Senior Services February 1996 - January 2011
Skills
Nonprofits, Volunteer Management, Community Outreach, Program Development, Fundraising, Social Services, Case Management, Event Planning, Public Speaking, Staff Development, Program Management, Team Building, Grant Writing, Leadership, Strategic Planning, Healthcare, Budgets, Public Relations, Customer Service, Event Management
Education
Montclair State University 1973 — 1975
MA, Counseling
St Augustine College 1969 — 1975
Bachelor of Arts (B.A.), Social Work and Education, Double Major
Huntington High
Heartland Institute of Financial Education January 2006 - Present
Community College of Aurora January 1990 - December 2005
Skills
Public Speaking, Higher Education, E-Learning, Team Building, Strategic Planning, Adult Education, Teaching, Fixed Annuities, Coaching, Staff Development, FHA, Leadership Development, Leadership, Instructional Design, Training, Nonprofits
Education
City University of Seattle 1993 — 1996
MBA
Heartland Institute of Financial Education 2014 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division April 1997 - Present
Skills
Building Relationships, Empowerment, Inspiration, Leadership, Career Development, Education, Business Planning and..., Coaching, Training, Team Building, Entrepreneurship, Public Speaking, Mentoring, Time Management, New Business Development, Strategic Financial..., Wealth Management, Wealth Protection, Investments, Insurance, Estate Planning, Financial Services, Financial Advisory, Securities, Due Diligence, FINRA, Product Development, Mutual Funds, Variable Annuities, IRAs, Executive Benefit..., 401k, Debt Elimination, Asset Management, Marketing, Risk Management, Pensions, Retirement Planning, Wealth, Financial Planning
Education
Arizona State University
BS
University of California, San Diego
Harmony Project March 2013 - Present
Rotary District 5450 2012 - Present
McLemore Piano January 2010 - Present
Heartland Institute of Financial Education June 2006 - Present
Colorado Ethics in Business January 2006 - Present
McLemore Financial Eduvisors January 2005 - Present
Vocal Advisory Board, University of Colorado College of Music January 2001 - Present
McLemore Financial Eduvisors February 1998 - Present
Denver Rotary Club President 2010-11 February 2006 - July 2011
Denver Rotary Club 2010 - 2011
Skills
Fundraising, Public Speaking, Governance, Non-profits, Retirement Planning, Strategic Financial..., Strategic Planning, Estate Planning, Leadership, Investments, Financial Advisory, Leadership Development, Strategy, Mergers & Acquisitions, Business Planning, Board Development, Nonprofits, Business Development, Philanthropy, Management, Public Relations, New Business Development, Team Building, Organizational..., Marketing Strategy, Marketing, Grant Writing, Training, Small Business, Retirement, Finance, Planned Giving, 401k, Wealth, Insurance, Entrepreneurship, Financial Planners, Investment Advisory, Fixed Annuities, IRAs, Wealth Management, Investment Strategies, Stewardship, Board Governance, Annual Giving, Personal Finance, Funding, Asset Allocation, Grants, Mutual Funds
Education
Kaplan University 2008 — 2014
CFP, Financial Planning
University of Colorado at Boulder 1967 — 1971
BMEd., Music Ed. Piano Major Instrument
Heartland Institute of Financial Education July 2012 - Present
World Financial Group (WFG) June 2005 - Present
Education
University of Houston 2002 — 2006
BS, Computer Engineering Technology
Houston Community College 1999 — 2002
Associate's degree
Heartland Institute of Financial Education April 2003 - Present
GA Financial Group January 1997 - March 2003
Certified Financial Planner 1987 - 1997
Choral Director 1981 - 1993
Private Music Studio 1982 - 1987
Singer, Actor 1979 - 1987
Skills
Financial Literacy..., Public Speaking, Curriculum Design, Certified Financial..., Financial Education, Teaching, Curriculum Development, Marketing Communications, Train the Trainer...
Education
University of Denver 1976 — 1983
MA
Entrust Licensed Practical NurseWyoming Medical CenterFebruary 2014 - Present
Heartland Institute of Financial Education 2011 - 2012
PAX Financial, Inc 2010 - 2012
Education
The University of Texas at Austin 1982 — 1987
BBA, MIS/Finance/Marketing
Heartland Institute of Financial Education July 2015 - Present
World Financial Group (WFG) June 2014 - Present
Skills
Accounting
Education
Edmonds Community College 2010 — 2013
Accounting
Lynnwood High School 2006 — 2010
Heartland Institute of Financial Education January 2015 - Present
Skills
Sonography, Medical Imaging, Diagnostic Ultrasound, Contact Lenses, Eyewear, Healthcare, Optometry, Glaucoma, Pediatrics, Eye Exams, Lenses, Medical Billing, Cpr Certified, Glasses, Sunglasses
Education
Gurnick Academy of Medical Arts 2011 — 2013
Ultrasound Technician, Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
San Francisco State University 2008 — 2011
Bachelors of Science, Kinesiology
City College of San Francisco 2005 — 2008
AA, Biology
Heartland Institute of Financial Education October 2012 - Present
World Financial Group October 2002 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 2002 - Present
Skills
Finance, Securities, Financial Advisory, Financial Planners, FINRA, Marketing, Retirement Planning, Life Insurance, Mutual Funds, Retirement, Insurance, Fixed Annuities, Investments, Strategic Financial..., Long-term Care, 401k, Wealth Management, Financial Services, Disability Insurance, Financial Analysis
Education
University of Illinois at Chicago 1996 — 2001
Bachelor of Science, Marketing/Management
Gordon Tech High School
Heartland Institute of Financial Education July 2012 - Present
WFG - Independent Licensed Financial Professional 2007 - Present
Let'em Eat Cake Productions 1982 - Present
Skills
Customer Service, Customer Relations, Microsoft Office, Writing, Event Planning, Marketing Communications, Graphic Design, Leadership Development, Entrepreneurship, Writing, Directing,..., Team Building, Community Outreach, Small Business, Marketing, Public Speaking, Social Networking, Coaching, Strategic Planning, Leadership, Term Life Insurance, Business Strategy, Marketing Strategy, Finance, Fundraising, Nonprofits, Project Planning, Public Relations, Retirement Planning, Sales, Social Media Marketing, Teaching, Training, Retirement, Insurance, Business Planning
Education
Citrus College 1981 — 1984
Associate Science, Business, Marketing, Performance Arts
Citrus College 1981 — 1984
A.S., Business, Marketing
Piedmont Wine and Wealth March 2015 - Present
Heartland Institute of Financial Education April 2015 - Present
World Financial Group (WFG) October 2014 - Present
Studio Movie Grill March 2013 - August 2015
Yodle May 2014 - December 2014
Sprint By Voicelink Wireless December 2011 - March 2013
Dick Smith Nissan March 2011 - December 2011
Wild Wing Cafe March 2008 - May 2011
Applebee's September 2006 - April 2008
Skills
Customer Service, Sales, Marketing, Leadership, Microsoft Office, Restaurant Management, Customer Satisfaction, Management, Retail, Sales Management, Social Networking, Training, Social Media Marketing, Team Building, Bartending, Menu Development, Restaurants, Wine, Food & Beverage, Beer, Inventory Management, Guest Satisfaction, Staff Training, Hiring, Scheduling, POS, Promotions, Daily Operations, Sales Presentations, Sales Process, Customer Retention, Customer Acquisition, Social Media, Life Insurance, Term Life Insurance, Mutual Funds, Variable Annuities, Variable Life, Variable Products, Indexed Annuities, Equity Indexed Annuities, Universal Life, Unit Investment Trusts, Investments, Investment Advisory, Financial Analysis, Financial Planning
Education
Midlands Technical College 2005 — 2007
Associate's Degree, Marketing
World Financial Group (WFG) a Transamerica Company March 2012 - Present
Heartland Institute of Financial Education February 2015 - Present
Mortgage Consultant July 2013 - 2015
Home Loan Investment Bank July 2012 - June 2013
Cambridge Mortgage Group; Wells Fargo Home Loan; Your Home For Life; Gateway Funding; First Horizon; 2003 - 2012
AEW Capital Management 2001 - 2002
AEW Capital Management 1997 - 2001
Allmerica Financial / The Hanover Insurance Group 1993 - 1997
Fireman's Fund Insurance Company 1990 - 1993
Skills
Mortgage Lending, Loans, Loan Origination, Reverse Mortgages, Construction Loans, Real Estate, Mortgage Banking, Credit, Residential Mortgages, Banking, Finance, Investments, Portfolio Management, Financial Reporting, Financial Analysis, Financial Forecasting, Budget Forecasts, Budgets, Life Insurance, Investment Strategies, GAAP Standards, German GAAP, Statutory Accounting, Monthly Close Process, Quarterly Reviews, Year-end Close, Due Diligence, Forecasting, Cash Flow, Analysis, Refinance, Financial Accounting, FHA financing, USDA, Financial Statements, Account Reconciliation, Management, Financial Services, Strategy, Sales, Leadership, Business Planning
Education
Boston University
Completed 4 out of 6 courses, Financial Planner (candidate)
De La Salle University
21 credit hours, Graduate Studies in Business
Father Urios High
High School Diploma
University of the East
Bachelor of Science in Business Administration (BSBA), Accounting
Heartland Institute of Financial Education March 2014 - Present
World Financial Group (WFG) August 2013 - Present
Skills
Immunization, Pharmacists, Higher Education, Pharmacy, Medication Therapy..., Pharmacy Automation, Clinical Pharmacology, Pharmacology, Pharmaceutics, Diabetes, Healthcare, Patient Counseling, Pharmaceutical Sales, Managed Care, Medicare Part D
Education
University of Iowa 1990 — 1997
PharmD, Pharmacy
Heartland Institute of Financial Education August 2012 - Present
Heartland Institute of Financial Education January 2013 - Present
World Financial Group (WFG) March 2008 - Present
Skills
Fixed Annuities, Public Speaking, Retirement Planning, Life Insurance, Long Term Care Insurance, Training, Financial Analysis, Retirement, Money Management, Retirement Savings, College Savings Plans, College Education..., Financial Services, Investment Strategies, Strategic Financial..., Mutual Funds, Indexed Annuities
Education
Punahou School
Heartland Institute of Financial Education
Skills
Leadership Development, Training, Coaching, Public Speaking, Recruiting
Education
San Diego State University-California State University 1992 — 1997
Bachelor, Psychology
Heartland Institute of Financial Education September 2012 - Present
World Financial Group (WFG) 2009 - Present
Rudy E. Ariate, CPA and Financial Consultant June 1996 - Present
Skills
Strategic Financial..., SEC filings, Financial Analysis, Accounting, GAAP, Estate Tax Planning, Financial Modeling, Budgets, Sarbanes-Oxley Act, Real Estate, Tax Research, Personal Finance, Insurance, Financial Planners, Sales, Customer Service, Financial Planning, Investments, Nonprofits, Public Speaking
Education
University of Phoenix 1982 — 1984
MBA, Accounting and Finance
University of Arizona 1971 — 1973
BSBA, Accounting
Heartland Institute of Financial Education November 2012 - Present
World Financial Group (WFG) June 2010 - Present
Skills
Investments, Financial Analysis, Strategic Financial..., Mutual Funds, Financial Services, Retirement Planning, Securities, Finance, Financial Modeling, Wealth Management, Retirement, Insurance, Customer Service, Team Building, Leadership, Long-term Care, Life Insurance, Sales Management, Strategic Planning, Marketing Strategy, Marketing, Sales
Education
American InterContinental University 2003 — 2006
Bachelor of Business Administration (B.B.A.)
Sowela Technical Community College 1996 — 1999
Associate's degree, American Sign Language (ASL)
Southeastern Louisiana University 1989 — 1991
Associate's degree, Computer Science
Heartland Institute of Financial Education October 2012 - Present
World Financial Group (WFG) June 2012 - Present
Raymond Harris & Associates, Architects July 2001 - Present
HDR August 1994 - June 2001
Skills
Architectural Design, SketchUp, Revit, Sustainable Design, Design Research, AutoCAD, Residential Design, Space-planning, Interior Design, AutoCAD Architecture, Comprehensive Planning, Architectural Drawings, Construction Drawings, BIM, CAD, 3D rendering, Photoshop, Rendering, 3D visualization, Design Management, Bentley Microstation, Microstation, LEED AP, Space planning
Education
The University of Texas at Arlington 1992 — 1993
Master of Architecture (M.Arch.)
Tamkang University 1984 — 1989
Bachelor of Architecture (B.Arch.), Architecture
Heartland Institute of Financial Education June 2012 - Present
World Financial Group (WFG) June 2008 - Present
Walmart January 2003 - November 2011
Skills
Fixed Annuities, College Savings Plans, Retirement, Mutual Funds, Life Insurance, Debt Management, Strategic Financial..., Investments, Wealth Accumulation, Wealth Management
Education
University of Phoenix 2003 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Houston 1994 — 1997
Bachelor of Science (BS), Pharmacy
Texas A&M University 1988 — 1992
Bachelor's degree, Microbiology, General
Heartland Institute of Financial Education September 2012 - Present
Transamerica April 2010 - Present
Skills
College Education..., College Funding..., Retirement Savings, Debt Management, Entrepreneurship, Life Insurance, GIUL, Team Building, Management, Long Term Care Insurance
Education
University of Washington
Engineering
Central Washington University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Heartland Institute of Financial Education March 2013 - Present
World Financial Group (WFG) April 2011 - Present
Skills
Financial Services, Financial Planning, Business Strategy, Entrepreneurship, Leadership, Team Leadership
Education
Burbank High School 2006 — 2010
Pasadena City College
Finance, General
Heartland Institute of Financial Education November 2012 - Present
Skills
Adult Education, Coaching, Leadership Development, Public Speaking, Training, Team Building, Strategic Planning, Recruiting, Entrepreneurship, Strategic Financial..., Teaching, Leadership
Education
Universidad Nacional Autonoma de Mexico 1991 — 2007
Dentist
Heartland Institute of Financial Education January 2015 - Present
World Financial Group November 2014 - Present
ACL Laboratories September 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Sales
Education
Oakton Community College 2009 — 2014
Heartland Institute of Financial Education
Education
San Francisco State University 1998 — 2001
Bachelor of Arts (BA), International Business Marketing
Heartland Institute of Financial Education March 2014 - Present
Stinger Ghaffarian Technologies (SGT) May 2005 - September 2014
InDyne Inc. April 2001 - April 2005
FMC BioPolymer June 1996 - April 2001
Skills
Project Management, •Strategic Planning &..., •Partnership..., Strategic Communications, •Performance..., Education and Outreach, Contract and Grants..., Program Management, Research, Technical Writing, Strategy, Leadership, Analysis, Management, Strategic Planning, Training, Budgets, Competitive Analysis, Policy, Product Development, Proposal Writing, Public Speaking, Team Leadership, Entrepreneurship, Grant Writing
Education
Kent State University 2013 — 2015
Master of Education (M.Ed.), Evaluation and Measurement
Carnegie Mellon University 1991 — 1996
Bachelor of Science, Chemical Engineering
Heartland Institute of Financial Education April 2015 - Present
World Financial Group (WFG) February 2014 - Present
Skills
Coaching, Insurance, Public Speaking
Education
Drexel University 1990 — 1994
Bachelor of Science (BS)
Heartland Institute of Financial Education Help families and high school students with the high cost of college and their finances.CanvasserVerengo SolarJune 2014 - August 2014
Simply Heavenly June 2012 - May 2014
Skills
Church Services, Customer Service, Event Management, Event Planning, Leadership, Public Speaking
Education
San Diego Mesa College 2011 — 2017
Southwestern Community College District
Business Administration and Management, General
Heartland Institute of Financial Education January 2015 - Present
Navy Federal Credit Union January 2015 - Present
National Agents Alliance Corporate 2015 - Present
Skills
Life Insurance, Annuity Sales, Health Insurance, Tax Preparation, Management, Financial Planning, Leadership, Sales, Finance, Financial Analysis, Investments, Microsoft Excel, Risk Management, Fixed Annuities, Variable Annuities, Indexed Annuities, insurance, College Education...
Education
Lord Fairfax Community College 2014 — 2016
Associate's degree, Business Administration and Management, General
liberty high school
Accounting