Heartland Institute of Financial Education

Description

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

Employee
Years
Job
Industry
Joanna Lam, CCAM Joanna Lam, CCAM San Francisco Bay Area Details
Joanna Lam, CCAM's Heartland Institute of Financial Education Experience November 2013 - Present
Job Community Association Manager at CitiScape Property Management Group, LLC
Industry Real Estate
Experience
CitiScape Property Management Group, LLC  November 2014 - Present
Heartland Institute of Financial Education   November 2013 - Present

Education
University of California, Davis
BA

Sibi Joseph Sibi Joseph San Diego, California Details
Sibi Joseph's Heartland Institute of Financial Education Experience March 2013 - Present
Job Marketing Director at World Financial Group (WFG)
Industry Financial Services
Experience
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

Gabe Pagtama Gabe Pagtama Greater Los Angeles Area Details
Gabe Pagtama's Heartland Institute of Financial Education Experience April 2013 - September 2014
Job I Help People Prepare for the Future Financially. Retirement. College Fund Planning. Minimizing on Taxes & Video Editor.
Industry Entertainment
Experience
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

Andre Camaisa Andre Camaisa San Francisco Bay Area Details
Andre Camaisa's Heartland Institute of Financial Education Experience January 2013 - December 2013
Job CEO at One Access Medical Transportation, LLC
Industry Hospital & Health Care
Experience
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

Chau Ha Chau Ha Houston, Texas Area Details
Chau Ha's Heartland Institute of Financial Education Experience May 2015 - Present
Job WFG consultant at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

Payam Homapour Payam Homapour Greater Los Angeles Area Details
Payam Homapour's Heartland Institute of Financial Education Experience September 2012 - Present
Job CFE Certified Financial Educator ® at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

Adan Abarca Jr Adan Abarca Jr Greater Chicago Area Details
Adan Abarca Jr's Heartland Institute of Financial Education Experience September 2013 - Present
Job Safety Director
Industry Transportation/Trucking/Railroad
Experience
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

David Wu David Wu San Francisco Bay Area Details
David Wu's Heartland Institute of Financial Education Experience December 2012 - May 2013
Job Technologist
Industry Internet
Experience
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

Lucy Daberkow Lucy Daberkow Greater Denver Area Details
Lucy Daberkow's Heartland Institute of Financial Education Experience March 2015 - Present
Job English Specialist at University of Colorado
Industry Higher Education
Experience
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

Phuc Trinh Phuc Trinh Portland, Oregon Area Details
Phuc Trinh's Heartland Institute of Financial Education Experience April 2014 - Present
Job College Consultant at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

Rob Shim Rob Shim Columbus, Ohio Area Details
Rob Shim's Heartland Institute of Financial Education Experience July 2013 - Present
Job Certified Volleyball Refree at USA Volleyball
Industry Retail
Experience
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

Lynn Pham Lynn Pham Columbus, Ohio Area Details
Lynn Pham's Heartland Institute of Financial Education Experience October 2012 - Present
Job College Planning Program Consultant at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

Shane Bryan Lubarsky Shane Bryan Lubarsky Gilbert, Arizona Details
Shane Bryan Lubarsky's Heartland Institute of Financial Education Experience March 2014 - Present
Job Certified College Consultant at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

Larry Capangpangan Larry Capangpangan Old Bridge, New Jersey Details
Larry Capangpangan's Heartland Institute of Financial Education Experience February 2013 - December 2013
Job Public Adjuster ( Metro Public Adjustment Inc.)
Industry Legal Services
Experience
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

Cara McCann Cara McCann Chesapeake, Virginia Details
Cara McCann's Heartland Institute of Financial Education Experience July 2014 - May 2015
Job Marketing & BusDev professional eagerly hunting for new opportunities!
Industry Marketing and Advertising
Experience
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

Le Anh Blanchard Le Anh Blanchard Northbrook, Illinois Details
Le Anh Blanchard's Heartland Institute of Financial Education Experience June 2014 - Present
Job Certified College Consultant HIFE
Industry Human Resources
Experience
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

Sam Sith Sam Sith Greater Atlanta Area Details
Sam Sith's Heartland Institute of Financial Education Experience March 2014 - Present
Job College Planning Program at Heartland Institute of Financial Education
Industry Education Management
Experience
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

Shirlene Reeves Shirlene Reeves San Francisco Bay Area Details
Shirlene Reeves's Heartland Institute of Financial Education Experience August 2012 - Present
Job Publisher at Wealthy Women Magazine
Industry Management Consulting
Experience
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

Bernie Chan Bernie Chan Greater Atlanta Area Details
Bernie Chan's Heartland Institute of Financial Education Experience January 2015 - Present
Job College consultant at HIFE
Industry Financial Services
Experience
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

Luis Uy Luis Uy Greater New York City Area Details
Luis Uy's Heartland Institute of Financial Education Experience February 2014 - Present
Job College Consultant at Heartland Institute of Financial Education
Industry Packaging and Containers
Experience
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

Jamie Nhu Tran Jamie Nhu Tran Seattle, Washington Details
Jamie Nhu Tran's Heartland Institute of Financial Education Experience June 2012 - Present
Job Certified College Consultant of Heartland Institute of Finacial Education
Industry Financial Services
Experience
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

Scott Bigley, CFEd Scott Bigley, CFEd Tampa/St. Petersburg, Florida Area Details
Scott Bigley, CFEd's Heartland Institute of Financial Education Experience June 2012 - Present
Job
Industry Professional Training & Coaching
Experience
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

Jason Beninato Jason Beninato Burbank, Illinois Details
Jason Beninato's Heartland Institute of Financial Education Experience August 2012 - Present
Job Agency Owner WFG & Transamerica Financial Advisors/ CFEd at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

Damian Jean-Pierre Damian Jean-Pierre San Rafael, California Details
Damian Jean-Pierre's Heartland Institute of Financial Education Experience August 2015 - Present
Job Personal Banker
Industry Financial Services
Experience
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

Kathryn Ruhl Kathryn Ruhl Greater Denver Area Details
Kathryn Ruhl's Heartland Institute of Financial Education Experience April 2013 - Present
Job
Industry Accounting
Experience
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

Mark De Leon Mark De Leon Millbrae, California Details
Mark De Leon's Heartland Institute of Financial Education Experience January 2012 - Present
Job President at Burlingame Senior Care, Inc.
Industry Health, Wellness and Fitness
Experience
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

Eric Kyere Eric Kyere New York, New York Details
Eric Kyere's Heartland Institute of Financial Education Experience June 2012 - Present
Job Partner at Transamerica Financial
Industry Financial Services
Experience
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

Todd Carmack Todd Carmack Phoenix, Arizona Area Details
Todd Carmack's Heartland Institute of Financial Education Experience October 2010 - July 2015
Job Investment Advisor Representative Bedrock Investment Advisors
Industry Financial Services
Experience
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

Azam Vaziri Azam Vaziri Greater Chicago Area Details
Azam Vaziri's Heartland Institute of Financial Education Experience August 2014 - Present
Job HIFE College Planning Program at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

Merry Konardi Merry Konardi San Francisco Bay Area Details
Merry Konardi's Heartland Institute of Financial Education Experience 2012 - August 2013
Job A resourceful professional ready to grow any company that promotes personal well being.
Industry Financial Services
Experience
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

Andrew Kom Andrew Kom San Francisco Bay Area Details
Andrew Kom's Heartland Institute of Financial Education Experience January 2012 - Present
Job Executive Vice Chairman at World Financial Group, Inc
Industry Marketing and Advertising
Experience
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

Anthony Gurrieri Anthony Gurrieri Greater Chicago Area Details
Anthony Gurrieri's Heartland Institute of Financial Education Experience June 2012 - Present
Job
Industry Financial Services
Experience
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

Ricky Thien Ricky Thien Portland, Oregon Area Details
Ricky Thien's Heartland Institute of Financial Education Experience September 2012 - Present
Job Real Estate Principal Broker/Senior Marketing Director
Industry Real Estate
Experience
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

Ann Wachtel Ann Wachtel Greater Chicago Area Details
Ann Wachtel's Heartland Institute of Financial Education Experience June 2012 - Present
Job CFE Certified Financial Educator®/Instructor at Heartland Institute of Financial Education
Industry Banking
Experience
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

Justine Lacy Justine Lacy Clemson, South Carolina Details
Justine Lacy's Heartland Institute of Financial Education Experience May 2015 - August 2015
Job Student at Clemson University
Industry
Experience
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

Diane Cinardi Diane Cinardi Addison, Illinois Details
Diane Cinardi's Heartland Institute of Financial Education Experience August 2012 - Present
Job Certified Financial Educator at Heartland Institute of Financial Education
Industry Education Management
Experience
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

William Hutchinson William Hutchinson Tucson, Arizona Area Details
William Hutchinson's Heartland Institute of Financial Education Experience July 2012 - Present
Job Certified Financial Educator
Industry Financial Services
Experience
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

Roma Pithadiya Roma Pithadiya Dallas/Fort Worth Area Details
Roma Pithadiya's Heartland Institute of Financial Education Experience September 2012 - Present
Job IBO at Benefit mall
Industry Financial Services
Experience
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

Allyson Pare Allyson Pare Greater Denver Area Details
Allyson Pare's Heartland Institute of Financial Education Experience August 2012 - Present
Job Executive Director at Heartland Institute of Financial Education
Industry Insurance
Experience
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

Cleveland S. Harris, Ph.D., MBA. Cleveland S. Harris, Ph.D., MBA. Houston, Texas Details
Cleveland S. Harris, Ph.D., MBA.'s Heartland Institute of Financial Education Experience November 2012 - Present
Job Marketing Director at World Financial Group
Industry Financial Services
Experience
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

Mark Trice Mark Trice Austin, Texas Area Details
Mark Trice's Heartland Institute of Financial Education Experience 2010 - October 2011
Job Financial Solutions Coach & Speaker | Certified Financial Educator® (CFEd) | President & Owner at ClearVista Financial
Industry Financial Services
Experience
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

Eric Roberge CFP® Eric Roberge CFP® Boston, Massachusetts Details
Eric Roberge CFP®'s Heartland Institute of Financial Education Experience September 2009 - January 2012
Job Wealth Coach | Planning Guide | Accountability Partner
Industry Financial Services
Experience
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

Suyun Cai Suyun Cai Chicago, Illinois Details
Suyun Cai's Heartland Institute of Financial Education Experience January 2013 - Present
Job Marketing Director at World Financial Group
Industry Financial Services
Experience
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

Jerry Vahl Jerry Vahl Tampa/St. Petersburg, Florida Area Details
Jerry Vahl's Heartland Institute of Financial Education Experience February 2013 - September 2013
Job Managing Principal at Financial Resources of America Florida
Industry Financial Services
Experience
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

Jackie Tang Jackie Tang Concord, California Details
Jackie Tang's Heartland Institute of Financial Education Experience December 2005 - Present
Job College Consultant
Industry Financial Services
Experience
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

SOLOMON EVANGELISTA SOLOMON EVANGELISTA Houston, Texas Area Details
SOLOMON EVANGELISTA's Heartland Institute of Financial Education Experience September 2011 - Present
Job Certified Retirement Educator®, CFE Certified Financial Educator®, Financial Wellness Instructor
Industry Financial Services
Experience
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

Charlie Stewart Charlie Stewart Greater Chicago Area Details
Charlie Stewart's Heartland Institute of Financial Education Experience June 2012 - Present
Job Agency Owner The Stewart Insurance and Financial Services Agency, LLC
Industry Financial Services
Experience
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

Jesus Alex Arce MBA Jesus Alex Arce MBA San Francisco, California Details
Jesus Alex Arce MBA's Heartland Institute of Financial Education Experience April 2013 - July 2015
Job Insurance, Investments, Retirement
Industry Insurance
Experience
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

Brian Oney (brianoney@gmail.com) Brian Oney (brianoney@gmail.com) Las Vegas, Nevada Area Details
Brian Oney (brianoney@gmail.com)'s Heartland Institute of Financial Education Experience June 2012 - April 2014
Job
Industry Online Media
Experience
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

Sylvia Chu Sylvia Chu Greater Seattle Area Details
Sylvia Chu's Heartland Institute of Financial Education Experience June 2015 - Present
Job College Consultant at Heartland Institute of Financial Education
Industry Insurance
Experience
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

Laurel Enders De Leon Laurel Enders De Leon San Mateo, California Details
Laurel Enders De Leon's Heartland Institute of Financial Education Experience February 2013 - August 2014
Job Student, San Francisco State University
Industry Health, Wellness and Fitness
Experience
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

Sarah Tsui Sarah Tsui San Francisco Bay Area Details
Sarah Tsui's Heartland Institute of Financial Education Experience August 2012 - September 2014
Job Program Manager | Digital Marketing and Events | Developer Platforms | Community Management
Industry Internet
Experience
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

Leia Turpeau Leia Turpeau Chicago, Illinois Details
Leia Turpeau's Heartland Institute of Financial Education Experience January 2014 - July 2015
Job Client Service Associate
Industry Financial Services
Experience
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

Gary Yip Gary Yip Greater Atlanta Area Details
Gary Yip's Heartland Institute of Financial Education Experience June 2012 - Present
Job Entrepreneur, Financial Wellness Instructor, CEF Certified Financial Educator®, College Consultant
Industry Human Resources
Experience
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

Karol Ureta Karol Ureta Greater Seattle Area Details
Karol Ureta's Heartland Institute of Financial Education Experience September 2015 - Present
Job Tax Free Retirement Advisor | Helping Families and Business Owners Develop a Sound Financial Strategy
Industry Financial Services
Experience
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

Jeff Hereford Jeff Hereford Greater Chicago Area Details
Jeff Hereford's Heartland Institute of Financial Education Experience October 2014 - Present
Job Helping Families Become Financially Independent.
Industry Financial Services
Experience
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

Connie Qianru Li Connie Qianru Li San Francisco Bay Area Details
Connie Qianru Li's Heartland Institute of Financial Education Experience April 2013 - Present
Job Helping individuals to create and grow personal wealth
Industry Financial Services
Experience
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

Francisco J. Nuñez Francisco J. Nuñez Greater Chicago Area Details
Francisco J. Nuñez's Heartland Institute of Financial Education Experience June 2012 - Present
Job CFE Certified Financial Educator®
Industry Financial Services
Experience
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

Toni de Leon, RDH Toni de Leon, RDH San Francisco Bay Area Details
Toni de Leon, RDH's Heartland Institute of Financial Education Experience August 2013 - Present
Job Senior Marketing Director / Licensed Financial Professional
Industry Financial Services
Experience
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

Winnie Louie Winnie Louie Honolulu, Hawaii Details
Winnie Louie's Heartland Institute of Financial Education Experience June 2014 - Present
Job At
Industry Consumer Services
Experience
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

Vaness Ha Vu Vaness Ha Vu Seattle, Washington Details
Vaness Ha Vu's Heartland Institute of Financial Education Experience July 2015 - Present
Job Marketing Director at World Financial Group (WFG)
Industry Hospitality
Experience
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

Chin Li Chin Li Los Angeles, California Details
Chin Li's Heartland Institute of Financial Education Experience July 2015 - Present
Job College Planning Consultant at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

Augustine Kim Augustine Kim Greater New York City Area Details
Augustine Kim's Heartland Institute of Financial Education Experience May 2015 - Present
Job
Industry Hospital & Health Care
Experience
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

Diana Gatdula Diana Gatdula Waipahu, Hawaii Details
Diana Gatdula's Heartland Institute of Financial Education Experience September 2012 - Present
Job Accounts Receivable Clerk at Y. Hata & Co., Ltd.
Industry Financial Services
Experience
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

Lisa Huong Tran Lisa Huong Tran Greater Seattle Area Details
Lisa Huong Tran's Heartland Institute of Financial Education Experience August 2012 - Present
Job Tax, Insurance and Financial Services
Industry Financial Services
Experience
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

Enrique Plariza Enrique Plariza Pittsburg, California Details
Enrique Plariza's Heartland Institute of Financial Education Experience November 2013 - Present
Job BSM
Industry Education Management
Experience
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

Tung N. Pham Tung N. Pham Houston, Texas Area Details
Tung N. Pham's Heartland Institute of Financial Education Experience July 2012 - Present
Job CFEd® Certified Financial Educator® at Heartland Institute of Financial Education
Industry Aviation & Aerospace
Experience
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

Al Sespene Al Sespene San Francisco Bay Area Details
Al Sespene's Heartland Institute of Financial Education Experience April 2012 - Present
Job Certified College Consultant at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

Suzy Callejo Suzy Callejo Houston, Texas Area Details
Suzy Callejo's Heartland Institute of Financial Education Experience November 2012 - Present
Job Senior Regional Alumni Specialist I Entrepreneur I College Planning Consultant
Industry Higher Education
Experience
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

Mario Cinardi Mario Cinardi Greater Chicago Area Details
Mario Cinardi's Heartland Institute of Financial Education Experience June 2012 - Present
Job CFE Certified Financial Educator®
Industry Financial Services
Experience
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

Clarissa Lopez Clarissa Lopez Greater Chicago Area Details
Clarissa Lopez's Heartland Institute of Financial Education Experience August 2012 - Present
Job CFE Certified Financial Educator®, Senior Marketing Director, World Financial Group
Industry Financial Services
Experience
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

Don Octavo Don Octavo Greater Chicago Area Details
Don Octavo's Heartland Institute of Financial Education Experience March 2012 - Present
Job College Planning Consultant at Heartland Institute of Financial Education
Industry Education Management
Experience
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

Fu-kai Yang Fu-kai Yang San Francisco Bay Area Details
Fu-kai Yang's Heartland Institute of Financial Education Experience August 2012 - Present
Job Certified Financial Educator at Heartland Institute of Financial Education
Industry Financial Services
Experience
Heartland Institute of Financial Education   August 2012 - Present
World Financial Group  August 2003 - Present

Education
National Chengchi University

Bradley Hamada, CFEd® Bradley Hamada, CFEd® San Francisco Bay Area Details
Bradley Hamada, CFEd®'s Heartland Institute of Financial Education Experience June 2012 - Present
Job CFE Certified Financial Educator®
Industry Human Resources
Experience
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

Shanni Ponce Shanni Ponce Austin, Texas Area Details
Shanni Ponce's Heartland Institute of Financial Education Experience August 2012 - Present
Job President
Industry Hospital & Health Care
Experience
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

Alvin Tanicala Alvin Tanicala Bakersfield, California Details
Alvin Tanicala's Heartland Institute of Financial Education Experience June 2015 - Present
Job Certified College Consultant at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

bob fulcomer bob fulcomer Greater Denver Area Details
bob fulcomer's Heartland Institute of Financial Education Experience January 2006 - Present
Job Dean of Education at Heartland Institute of Financial Education
Industry Education Management
Experience
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

Pauline Y. Li Pauline Y. Li San Francisco Bay Area Details
Pauline Y. Li's Heartland Institute of Financial Education Experience September 2012 - Present
Job College Consultant at Heartland Institute of Financial Education (HIFE)
Industry Hospital & Health Care
Experience
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

Daletha S. McRae, M.ED Daletha S. McRae, M.ED Atlanta, Georgia Details
Daletha S. McRae, M.ED's Heartland Institute of Financial Education Experience May 2012 - Present
Job CFE Certified Financial Educator®, Financial Wellness Instructor, Financial Strategist, College Planning Consultant
Industry Financial Services
Experience
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

Elmer Panganiban Elmer Panganiban San Francisco Bay Area Details
Elmer Panganiban's Heartland Institute of Financial Education Experience December 2012 - Present
Job Manager, IT Automation Applications at WD, a Western Digital company
Industry Computer Hardware
Experience
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

Ryan Gappinger Ryan Gappinger Greater Denver Area Details
Ryan Gappinger's Heartland Institute of Financial Education Experience July 2005 - Present
Job Chief Operating Officer at Heartland Institute of Financial Education
Industry Financial Services
Experience
HFG Advisors   July 2005 - Present
Heartland Institute of Financial Education   July 2005 - Present

Education
Colorado State University   2001 — 2005
Bachelor, Finance

Jean Lowry Jean Lowry Greater Denver Area Details
Jean Lowry's Heartland Institute of Financial Education Experience October 2012 - Present
Job Chief Blogger at Savvy Wordpress Network
Industry Information Technology and Services
Experience
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

Polly, Peiyi Ho Polly, Peiyi Ho Greater New York City Area Details
Polly, Peiyi Ho's Heartland Institute of Financial Education Experience April 2014 - Present
Job Work hard, make money and have fun!
Industry Logistics and Supply Chain
Experience
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

Deidre Connolly Deidre Connolly Greater Chicago Area Details
Deidre Connolly's Heartland Institute of Financial Education Experience September 2011 - September 2012
Job Client Relationship Manager at FSR Certified Public Accountants, Ltd.
Industry Financial Services
Experience
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

Haining Wei Haining Wei San Francisco Bay Area Details
Haining Wei's Heartland Institute of Financial Education Experience August 2013 - Present
Job College Consultant at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

Andranik Ghazarian Andranik Ghazarian Greater Los Angeles Area Details
Andranik Ghazarian's Heartland Institute of Financial Education Experience July 2012 - Present
Job Senior Marketing Director at World Fnancial Group and Certified Financial Educator (CFED) at Heartland Institute
Industry Restaurants
Experience
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

Marvin Bailey Marvin Bailey Houston, Texas Area Details
Marvin Bailey's Heartland Institute of Financial Education Experience November 2011 - Present
Job Consultant at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

Bob Fulcomer Bob Fulcomer Greater Denver Area Details
Bob Fulcomer's Heartland Institute of Financial Education Experience January 2006 - Present
Job Heartland Institute of Financial Education
Industry Financial Services
Experience
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

Sean Ragland Sean Ragland Orange County, California Area Details
Sean Ragland's Heartland Institute of Financial Education Experience 2014 - Present
Job CFE Certified Financial Educator ® (800)8750883
Industry Financial Services
Experience
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

Doug McLemore, CFP® CFEd® Doug McLemore, CFP® CFEd® Greater Denver Area Details
Doug McLemore, CFP® CFEd®'s Heartland Institute of Financial Education Experience June 2006 - Present
Job RIA Representative, Chairman at Heartland Institute of Financial Education
Industry Investment Management
Experience
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

Emeka Onuba Emeka Onuba Houston, Texas Details
Emeka Onuba's Heartland Institute of Financial Education Experience July 2012 - Present
Job Marketing Director at World Financial Group (WFG)
Industry Financial Services
Experience
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

Marcie Gappinger Marcie Gappinger Greater Denver Area Details
Marcie Gappinger's Heartland Institute of Financial Education Experience April 2003 - Present
Job CFEd Certified Financial Educator, Financial Literacy and Education Director
Industry Education Management
Experience
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

Kim Levine, CFEd® Kim Levine, CFEd® Casper, Wyoming Area Details
Kim Levine, CFEd®'s Heartland Institute of Financial Education Experience 2011 - 2012
Job Licensed Practical Nurse at Wyoming Medical Center
Industry Insurance
Experience
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

Khanh Mac Khanh Mac Greater Seattle Area Details
Khanh Mac's Heartland Institute of Financial Education Experience July 2015 - Present
Job Student at Edmond Community College
Industry Accounting
Experience
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

Sandrin Marsha Sandrin Marsha San Francisco Bay Area Details
Sandrin Marsha's Heartland Institute of Financial Education Experience January 2015 - Present
Job college consultant
Industry Financial Services
Experience
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

Robert Pacheco Robert Pacheco Greater Chicago Area Details
Robert Pacheco's Heartland Institute of Financial Education Experience October 2012 - Present
Job Certified Financial Educator at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

Marie Monsalve Marie Monsalve Greater Los Angeles Area Details
Marie Monsalve's Heartland Institute of Financial Education Experience July 2012 - Present
Job Certified College Program Planner at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

DiSean Burns DiSean Burns Charlotte, North Carolina Area Details
DiSean Burns's Heartland Institute of Financial Education Experience April 2015 - Present
Job Chief Executive Officer at Piedmont Wine & Wealth, LLC
Industry Financial Services
Experience
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

Emilia F Gordon Emilia F Gordon Greater Boston Area Details
Emilia F Gordon's Heartland Institute of Financial Education Experience February 2015 - Present
Job Financial Advisor | HIFE College Consultant
Industry Financial Services
Experience
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

Adelina Vongpanya Adelina Vongpanya Las Vegas, Nevada Area Details
Adelina Vongpanya's Heartland Institute of Financial Education Experience March 2014 - Present
Job Financial Educator
Industry Pharmaceuticals
Experience
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

Christopher Hamada, CFEd® Christopher Hamada, CFEd® Honolulu, Hawaii Details
Christopher Hamada, CFEd®'s Heartland Institute of Financial Education Experience August 2012 - Present
Job CFE Certified Financial Educator®
Industry Financial Services
Experience
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

Christopher Nofuente Christopher Nofuente Sacramento, California Area Details
Christopher Nofuente's Heartland Institute of Financial Education Experience
Job CFE Certified Financial Educator®, Financial Wellness Instructor, Financial Strategist
Industry Financial Services
Experience
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

Rudy E. Ariate, CPA, MBA, CFEd Rudy E. Ariate, CPA, MBA, CFEd Tucson, Arizona Details
Rudy E. Ariate, CPA, MBA, CFEd's Heartland Institute of Financial Education Experience September 2012 - Present
Job Certified Financial Educator at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

Trudy Wheeler Trudy Wheeler Houston, Texas Details
Trudy Wheeler's Heartland Institute of Financial Education Experience November 2012 - Present
Job World Financial Group
Industry Financial Services
Experience
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

HanCheng Liu HanCheng Liu Mckinney, Texas Details
HanCheng Liu's Heartland Institute of Financial Education Experience October 2012 - Present
Job Certified College Consultant at Heartland Institute of Financial Education
Industry Architecture & Planning
Experience
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

Frank Duong Frank Duong Sugar Land, Texas Details
Frank Duong's Heartland Institute of Financial Education Experience June 2012 - Present
Job CFE Certified Financial Educator at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

Alvin Woo Alvin Woo Greater Seattle Area Details
Alvin Woo's Heartland Institute of Financial Education Experience September 2012 - Present
Job College Consultant at Heartland Institute of Financial Education
Industry Financial Services
Experience
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

Irena Musoyan Irena Musoyan Sunland, California Details
Irena Musoyan's Heartland Institute of Financial Education Experience March 2013 - Present
Job at
Industry Financial Services
Experience
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

Jairo Jaramillo Jairo Jaramillo Houston, Texas Details
Jairo Jaramillo's Heartland Institute of Financial Education Experience November 2012 - Present
Job College Consultant at Heartland Institute of Financial Education
Industry Education Management
Experience
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

Habana Mellet Habana Mellet Greater Chicago Area Details
Habana Mellet's Heartland Institute of Financial Education Experience January 2015 - Present
Job
Industry Hospital & Health Care
Experience
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

Kim-Lien (KL) Tran Kim-Lien (KL) Tran San Diego, California Details
Kim-Lien (KL) Tran's Heartland Institute of Financial Education Experience
Job College Consultant / Certified Financial Educator with Heartland Institute of Financial Education
Industry Financial Services
Experience
Heartland Institute of Financial Education  

Education
San Francisco State University   1998 — 2001
Bachelor of Arts (BA), International Business Marketing

Richard Gilmore Richard Gilmore North Ridgeville, Ohio Details
Richard Gilmore's Heartland Institute of Financial Education Experience March 2014 - Present
Job Senior Educational Programs Specialist at SGT Inc.
Industry Education Management
Experience
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

Joy Anciano Joy Anciano United States Details
Joy Anciano's Heartland Institute of Financial Education Experience April 2015 - Present
Job Financial Educator
Industry Insurance
Experience
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)

Wesley Royce Santos Wesley Royce Santos San Diego, California Details
Wesley Royce Santos's Heartland Institute of Financial Education Experience Help families and high school students with the high cost of college and their finances.CanvasserVerengo SolarJune 2014 - August 2014
Job College Consultant at Heartland Institute of Financial Education
Industry
Experience
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

Chevon Williams Chevon Williams Washington D.C. Metro Area Details
Chevon Williams's Heartland Institute of Financial Education Experience January 2015 - Present
Job Member Services at Navy Federal Credit Union
Industry Financial Services
Experience
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