Heritage Financial
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Heritage Financial Employees
Employee
Years
Job
Industry
Clay Sparks, CPA, MBA Clay Sparks, CPA, MBA's Heritage Financial Experience December 2004 - April 2006
Job Auditor, DCAA
Industry Accounting
Experience
Defense Contract Audit Agency June 2014 - Present
PwC September 2011 - Present
Birmingham Water Works and Sewer Board August 2010 - September 2011
Axcan Pharma 2009 - August 2010
Reznick Group October 2007 - March 2009
Tidwell DeWitt LLC April 2006 - October 2007
Heritage Financial December 2004 - April 2006
Skills
SAP, Microsoft Excel, Internal Controls, General Ledger, GAAP, Fixed Assets, Financial Statements, Financial Reporting, Financial Audits, Financial Analysis, Financial Accounting, Finance, CPA, Auditing, Accounting
Education
Louisiana State University 2006 — 2008
Certificate Program Graduate, Accounting
Jacksonville State University 1999 — 2001
MBA, General
Jacksonville State University 1997 — 1999
B.A., Political Science
Defense Contract Audit Agency June 2014 - Present
PwC September 2011 - Present
Birmingham Water Works and Sewer Board August 2010 - September 2011
Axcan Pharma 2009 - August 2010
Reznick Group October 2007 - March 2009
Tidwell DeWitt LLC April 2006 - October 2007
Heritage Financial December 2004 - April 2006
Skills
SAP, Microsoft Excel, Internal Controls, General Ledger, GAAP, Fixed Assets, Financial Statements, Financial Reporting, Financial Audits, Financial Analysis, Financial Accounting, Finance, CPA, Auditing, Accounting
Education
Louisiana State University 2006 — 2008
Certificate Program Graduate, Accounting
Jacksonville State University 1999 — 2001
MBA, General
Jacksonville State University 1997 — 1999
B.A., Political Science
Ray Carrier Ray Carrier's Heritage Financial Experience 2006 - 2007
Job Case Manager and Group Therapy Coordinator at Kentucky Administrative Office of the Courts
Industry Warehousing
Experience
Kentucky Administrative Office of the Courts April 2015 - Present
Silver Linings Professional Counseling Services, PLLC January 2015 - August 2015
Amazon September 2012 - July 2015
Upward Bound May 2014 - July 2014
ACB American, Inc./ SCI, Service Concepts & Initiatives 2011 - 2011
US Bank September 2007 - October 2008
Heritage Financial 2006 - 2007
Labor Ready 2005 - 2005
Florence Freedom 2003 - 2004
Embassy Suites Hotel 2002 - 2004
Skills
Sales, Marketing, Business, Account Management, Collections, Market Research, Promotions, Consumer Financing, Fulfilment, Order Fulfillment, Communication Skills, Community Outreach, Student Counseling, Career Counseling, Mental Health Counseling, Psychological Assessment, Creative Writing, Resume Writing, Public Speaking, Social Media, Event Planning
Education
Xavier University 2013 — 2015
Master’s Degree, Clinical Mental Health Counseling
Northern Kentucky University 1999 — 2004
Bachelor's Degree, Organizational Leadership and Business
Kentucky Administrative Office of the Courts April 2015 - Present
Silver Linings Professional Counseling Services, PLLC January 2015 - August 2015
Amazon September 2012 - July 2015
Upward Bound May 2014 - July 2014
ACB American, Inc./ SCI, Service Concepts & Initiatives 2011 - 2011
US Bank September 2007 - October 2008
Heritage Financial 2006 - 2007
Labor Ready 2005 - 2005
Florence Freedom 2003 - 2004
Embassy Suites Hotel 2002 - 2004
Skills
Sales, Marketing, Business, Account Management, Collections, Market Research, Promotions, Consumer Financing, Fulfilment, Order Fulfillment, Communication Skills, Community Outreach, Student Counseling, Career Counseling, Mental Health Counseling, Psychological Assessment, Creative Writing, Resume Writing, Public Speaking, Social Media, Event Planning
Education
Xavier University 2013 — 2015
Master’s Degree, Clinical Mental Health Counseling
Northern Kentucky University 1999 — 2004
Bachelor's Degree, Organizational Leadership and Business
Sharon E. Cunningham, CFP Sharon E. Cunningham, CFP's Heritage Financial Experience January 1985 - July 1989
Job Money Works Financial Planning Solutions
Industry Financial Services
Experience
Money Works - Financial Planning Solutions January 1995 - Present
Intuit January 2015 - May 2015
Intuit February 2014 - May 2014
Intuit January 2013 - May 2013
Intuit January 2012 - April 2012
H&R Block January 2007 - April 2009
Canadian Association of Financial Planners - Atlantic January 1995 - June 1996
Mutual Life Insurance (now Sun Life) August 1989 - April 1994
Heritage Financial January 1985 - July 1989
Skills
Retirement Planning, Tax, Accounting, Pensions, Estate Planning, Financial Planning, Preparation, Coaching, Problem Solving, Financial Analysis, Credit, Employee Benefits, Retirement, Budgeting, Savings, Entrepreneur, Tax Preparation, Income Tax, Strategic Financial..., Entrepreneurship, Sales, Management, Finance, Strategy, Financial Planners, Life Insurance, Personal Finance
Education
Saint Mary's University 1978 — 1982
MBA, Marketing & Management
Dalhousie University 1974 — 1977
B.A., Psychology
Universite Canadienne en France 1994 — 1994
Francais intensif
Money Works - Financial Planning Solutions January 1995 - Present
Intuit January 2015 - May 2015
Intuit February 2014 - May 2014
Intuit January 2013 - May 2013
Intuit January 2012 - April 2012
H&R Block January 2007 - April 2009
Canadian Association of Financial Planners - Atlantic January 1995 - June 1996
Mutual Life Insurance (now Sun Life) August 1989 - April 1994
Heritage Financial January 1985 - July 1989
Skills
Retirement Planning, Tax, Accounting, Pensions, Estate Planning, Financial Planning, Preparation, Coaching, Problem Solving, Financial Analysis, Credit, Employee Benefits, Retirement, Budgeting, Savings, Entrepreneur, Tax Preparation, Income Tax, Strategic Financial..., Entrepreneurship, Sales, Management, Finance, Strategy, Financial Planners, Life Insurance, Personal Finance
Education
Saint Mary's University 1978 — 1982
MBA, Marketing & Management
Dalhousie University 1974 — 1977
B.A., Psychology
Universite Canadienne en France 1994 — 1994
Francais intensif
Eric Camp's Heritage Financial Experience September 2001 - December 2004
Job Lead Pastor at Oasis Church Gulf Coast
Industry Executive Office
Experience
Oasis Church Gulf Coast January 2005 - Present
Heritage Financial September 2001 - December 2004
Wells Fargo March 2000 - September 2001
Skills
Event Planning, Non-profits, Leadership Development, Community Outreach, Public Speaking, Fundraising, Social Media, Preaching, Microsoft Excel, Program Development, Teaching, Budgets, Team Building, Small Business, Social Media Marketing, Strategic Planning, Staff Development, Coaching, System Administration, Event Management, Public Relations, Sales, Social Networking, Nonprofits, Theology, Church Events, Microsoft Office, Leadership, Volunteer Management, Church Growth, Biblical Studies, Discipleship, Pastoral Care, Youth Ministry, Pastoral Counseling, Missions, Evangelism, Church Administration, Religion, Religious Studies, Spiritual Direction, Gospel, Chaplaincy, Conflict Resolution, Organizational..., Motivational Speaking, Stewardship, Non-profit..., Youth Mentoring, Church Consulting
Education
Auburn University, College of Business 2013 — 2013
MBA, Business Administration and Management, General
University of Hartford 2003 — 2004
BA Business Administration, Business, Accounting
Global University 2002 — 2004
BS Pastoral Ministry, Ministerial Studies
Southern Union State Community College 1997 — 1999
Basics, Accounting, Business
Lineville High School 1992 — 1997
Advanced Diploma
Oasis Church Gulf Coast January 2005 - Present
Heritage Financial September 2001 - December 2004
Wells Fargo March 2000 - September 2001
Skills
Event Planning, Non-profits, Leadership Development, Community Outreach, Public Speaking, Fundraising, Social Media, Preaching, Microsoft Excel, Program Development, Teaching, Budgets, Team Building, Small Business, Social Media Marketing, Strategic Planning, Staff Development, Coaching, System Administration, Event Management, Public Relations, Sales, Social Networking, Nonprofits, Theology, Church Events, Microsoft Office, Leadership, Volunteer Management, Church Growth, Biblical Studies, Discipleship, Pastoral Care, Youth Ministry, Pastoral Counseling, Missions, Evangelism, Church Administration, Religion, Religious Studies, Spiritual Direction, Gospel, Chaplaincy, Conflict Resolution, Organizational..., Motivational Speaking, Stewardship, Non-profit..., Youth Mentoring, Church Consulting
Education
Auburn University, College of Business 2013 — 2013
MBA, Business Administration and Management, General
University of Hartford 2003 — 2004
BA Business Administration, Business, Accounting
Global University 2002 — 2004
BS Pastoral Ministry, Ministerial Studies
Southern Union State Community College 1997 — 1999
Basics, Accounting, Business
Lineville High School 1992 — 1997
Advanced Diploma
Chris Lott Chris Lott's Heritage Financial Experience 1991 - 1993
Job Managing Partner at Smith Anglin Financial
Industry Financial Services
Experience
Smith Anglin Financial May 1993 - Present
Heritage Financial 1991 - 1993
Skills
Estate Planning, Insurance, Wealth, Finance, Strategy, Financial Services, Investment Advisory..., Life Insurance, Securities, Retirement Planning, Wealth Management
Education
Baylor University 1985 — 1989
BBA, Finance, Marketing
Smith Anglin Financial May 1993 - Present
Heritage Financial 1991 - 1993
Skills
Estate Planning, Insurance, Wealth, Finance, Strategy, Financial Services, Investment Advisory..., Life Insurance, Securities, Retirement Planning, Wealth Management
Education
Baylor University 1985 — 1989
BBA, Finance, Marketing
James Zervogiannis James Zervogiannis's Heritage Financial Experience February 2001 - March 2002
Job Financial Advisor at Hantz Group
Industry Financial Services
Experience
Hantz Group July 2013 - Present
Little Caesars Pizza March 2012 - January 2013
Greek-American Imports January 2005 - January 2011
Wine Dimensions December 2005 - October 2010
Waddell & Reed January 2004 - November 2005
Diversified Financial March 2002 - May 2004
Heritage Financial February 2001 - March 2002
MetLife February 1999 - January 2001
Underwriter's Corporation January 1998 - September 1998
Skills
Series 7, Sales, Customer..., Finance, Corporate Finance, Investments
Education
Michigan State University 2008 — 2012
Bachelor's degree, Human Resources Management/Personnel Administration, General, 3.0
European University 1996 — 1997
Master of Business Administration (MBA), Business Administration and Management, General, 3.4
Pioneer High School 1986 — 1988
High School, College Prep
Eastern Michigan University
Graduate Certificate Program, Finance
Hantz Group July 2013 - Present
Little Caesars Pizza March 2012 - January 2013
Greek-American Imports January 2005 - January 2011
Wine Dimensions December 2005 - October 2010
Waddell & Reed January 2004 - November 2005
Diversified Financial March 2002 - May 2004
Heritage Financial February 2001 - March 2002
MetLife February 1999 - January 2001
Underwriter's Corporation January 1998 - September 1998
Skills
Series 7, Sales, Customer..., Finance, Corporate Finance, Investments
Education
Michigan State University 2008 — 2012
Bachelor's degree, Human Resources Management/Personnel Administration, General, 3.0
European University 1996 — 1997
Master of Business Administration (MBA), Business Administration and Management, General, 3.4
Pioneer High School 1986 — 1988
High School, College Prep
Eastern Michigan University
Graduate Certificate Program, Finance
Joseph A. Ray's Heritage Financial Experience May 2010 - July 2011
Job Branch Manager and Mortgage Lender at Sutherland Mortgage Services Inc.
Industry Financial Services
Experience
Sutherland Mortgage Services Inc. January 2013 - Present
Housing the Homeless Initiative January 2010 - Present
Keller Williams Legacy 2008 - 2015
Equity Mortgage Lending September 2012 - January 2013
The Homeless Initiative LTD January 2010 - September 2011
Heritage Financial May 2010 - July 2011
Pan Am Mortgage Financial Corporation April 2008 - May 2010
Alamo Car Rental October 2000 - April 2010
Homebuilder Enterprises Inc April 2003 - March 2008
Skills
Event Management, Home, Real Estate, Loans, Foreclosures, Customer Relations, Advertising, Social Media, Writing, Online Marketing, Public Relations, Strategic Planning, Negotiation, Customer Service, Planning, Promotions, Retail, Problem Solving, Marketing Strategy, Analysis, Social Media Marketing, Event Planning, Business Development, Management Consulting, Organizational..., Online Advertising, New Business Development, Entrepreneurship, Program Management, Marketing, Finance, Investment Properties, Management, Public Speaking, Leadership Development, Project Planning, Contract Negotiation, Mortgage Lending, Credit, Training, Sales Management, Nonprofits, Small Business, Team Building, Team Leadership, Business Planning, Marketing Communications, Market Research, Strategy, Non-profits
Education
CUNY Bronx Community College 1990 — 1991
Sutherland Mortgage Services Inc. January 2013 - Present
Housing the Homeless Initiative January 2010 - Present
Keller Williams Legacy 2008 - 2015
Equity Mortgage Lending September 2012 - January 2013
The Homeless Initiative LTD January 2010 - September 2011
Heritage Financial May 2010 - July 2011
Pan Am Mortgage Financial Corporation April 2008 - May 2010
Alamo Car Rental October 2000 - April 2010
Homebuilder Enterprises Inc April 2003 - March 2008
Skills
Event Management, Home, Real Estate, Loans, Foreclosures, Customer Relations, Advertising, Social Media, Writing, Online Marketing, Public Relations, Strategic Planning, Negotiation, Customer Service, Planning, Promotions, Retail, Problem Solving, Marketing Strategy, Analysis, Social Media Marketing, Event Planning, Business Development, Management Consulting, Organizational..., Online Advertising, New Business Development, Entrepreneurship, Program Management, Marketing, Finance, Investment Properties, Management, Public Speaking, Leadership Development, Project Planning, Contract Negotiation, Mortgage Lending, Credit, Training, Sales Management, Nonprofits, Small Business, Team Building, Team Leadership, Business Planning, Marketing Communications, Market Research, Strategy, Non-profits
Education
CUNY Bronx Community College 1990 — 1991
Bob Buckner Bob Buckner's Heritage Financial Experience 2009 - 2011
Job Bob Buckner Seasoned Sales Executive & Leader, Automotive Business, Product, & Channel Development, Marketing Strategy
Industry Automotive
Experience
AMES (Advanced Mobile Enforcement & Safety) 2011 - Present
Heritage Financial 2009 - 2011
NAPA Auto Parts September 1983 - January 2008
Skills
Direct Sales, Sales Management, Team Building, Entrepreneurship, Sales Operations, Sales Process, Automotive Aftermarket, New Business Development, Sales, Purchasing, Contract Negotiation, Customer Satisfaction, Manufacturing, Forecasting, Cross-functional Team..., B2B, Selling, Pricing, Team Leadership, Profit, Key Account Management, Inventory Management, Sales Presentations, Competitive Analysis, Operations Management, Automotive, Product Development, Product Marketing, Account Management, Business Development, Customer Retention, Product Management, International Sales, Market Planning, Business Planning, Cold Calling
Education
Brigham Young University
Bachelor of Science (BS), Accounting, Economics, Organizational Behavior
Genuine Parts Company
Advanced Management Curriculum
IBM
Certified instructor of IBM's Customer-Oriented Selling Course (C.O.S.)
AMES (Advanced Mobile Enforcement & Safety) 2011 - Present
Heritage Financial 2009 - 2011
NAPA Auto Parts September 1983 - January 2008
Skills
Direct Sales, Sales Management, Team Building, Entrepreneurship, Sales Operations, Sales Process, Automotive Aftermarket, New Business Development, Sales, Purchasing, Contract Negotiation, Customer Satisfaction, Manufacturing, Forecasting, Cross-functional Team..., B2B, Selling, Pricing, Team Leadership, Profit, Key Account Management, Inventory Management, Sales Presentations, Competitive Analysis, Operations Management, Automotive, Product Development, Product Marketing, Account Management, Business Development, Customer Retention, Product Management, International Sales, Market Planning, Business Planning, Cold Calling
Education
Brigham Young University
Bachelor of Science (BS), Accounting, Economics, Organizational Behavior
Genuine Parts Company
Advanced Management Curriculum
IBM
Certified instructor of IBM's Customer-Oriented Selling Course (C.O.S.)
Bob Warchol Bob Warchol's Heritage Financial Experience 1992 - 1993
Job Realtor at Coldwell Banker United, Realtors
Industry Real Estate
Experience
Coldwell Banker United, Realtors April 1993 - Present
Heritage Financial 1992 - 1993
Education
Rutgers University-New Brunswick 1986 — 1992
BA & MBA, Marketing
Coldwell Banker United, Realtors April 1993 - Present
Heritage Financial 1992 - 1993
Education
Rutgers University-New Brunswick 1986 — 1992
BA & MBA, Marketing
Dean P. Muller Dean P. Muller's Heritage Financial Experience 1996 - 1998
Job President at Greystone Analytics
Industry Financial Services
Experience
Greystone Analytics 2008 - Present
Woodlands Bank 2001 - 2008
Metropolitan Bank 1998 - 2001
Heritage Financial 1996 - 1998
Commonwealth Bank 1988 - 1996
Chase Lincoln Bank 1978 - 1988
New Jersey National Bank 1963 - 1978
Skills
Financial Analysis, Strategic Planning, Team Building, Investments
Education
Lehigh University - College of Business and Economics 1959 — 1963
Bachelor's degree, Finance, General
Greystone Analytics 2008 - Present
Woodlands Bank 2001 - 2008
Metropolitan Bank 1998 - 2001
Heritage Financial 1996 - 1998
Commonwealth Bank 1988 - 1996
Chase Lincoln Bank 1978 - 1988
New Jersey National Bank 1963 - 1978
Skills
Financial Analysis, Strategic Planning, Team Building, Investments
Education
Lehigh University - College of Business and Economics 1959 — 1963
Bachelor's degree, Finance, General
Benjamin Cudney Benjamin Cudney's Heritage Financial Experience 1998 - 2003
Job Financial Associate at Generations Tax and Insurance Services, Inc.
Industry Financial Services
Experience
Generations Tax and Insurance Services, Inc. 2014 - Present
USA Tax & Insurance Services, Inc. 2010 - 2014
OneSimpleLoan 2003 - 2008
Heritage Financial 1998 - 2003
AEGON Americas 1994 - 1997
Skills
Investments, Sales, Marketing, Recruiting, Retirement Planning, Strategic Financial..., Wealth Management, Financial Advisory, Retirement, Fixed Annuities, Variable Annuities, Life Insurance, Long-term Care, New Business Development, Sales Management, 401k, Mutual Funds, Term Life Insurance, Financial Planners, Financial Services, Estate Planning, Insurance, Investment Advisory, Series 6, IRAs, Bonds, Securities, Financial Planning
Education
St. Petersburg College 1991 — 1993
Generations Tax and Insurance Services, Inc. 2014 - Present
USA Tax & Insurance Services, Inc. 2010 - 2014
OneSimpleLoan 2003 - 2008
Heritage Financial 1998 - 2003
AEGON Americas 1994 - 1997
Skills
Investments, Sales, Marketing, Recruiting, Retirement Planning, Strategic Financial..., Wealth Management, Financial Advisory, Retirement, Fixed Annuities, Variable Annuities, Life Insurance, Long-term Care, New Business Development, Sales Management, 401k, Mutual Funds, Term Life Insurance, Financial Planners, Financial Services, Estate Planning, Insurance, Investment Advisory, Series 6, IRAs, Bonds, Securities, Financial Planning
Education
St. Petersburg College 1991 — 1993
Ara Malazian's Heritage Financial Experience March 2005 - Present
Job President at Heritage Financial
Industry Financial Services
Experience
Heritage Financial March 2005 - Present
Trilogy March 2002 - May 2005
AIG SunAmerica August 1995 - March 2002
Skills
Retirement Planning, Insurance, Estate Planning, Financial Planning, Real Estate, Employee Benefits, Financial Analysis, Investments, Team Leadership, Team Management, Annuities, Retirement, Equities, Long Term Care, 401k, Budgeting, Succession Planning, Asset Management, Health Insurance, Strategic Financial..., Fixed Annuities, Leadership, Due Diligence, Budgets, Wealth, Long-term Care, Financial Planners, Series 63, Disability Insurance, Portfolio Management, Finance, Investment Management, Financial Services, Underwriting, Funding, Wealth Management
Education
California State University-Long Beach 1992 — 1994
M.A., Industrial & Organizational Psychology
University of California, Irvine 1986 — 1990
B.A., Psychology & Economics
Heritage Financial March 2005 - Present
Trilogy March 2002 - May 2005
AIG SunAmerica August 1995 - March 2002
Skills
Retirement Planning, Insurance, Estate Planning, Financial Planning, Real Estate, Employee Benefits, Financial Analysis, Investments, Team Leadership, Team Management, Annuities, Retirement, Equities, Long Term Care, 401k, Budgeting, Succession Planning, Asset Management, Health Insurance, Strategic Financial..., Fixed Annuities, Leadership, Due Diligence, Budgets, Wealth, Long-term Care, Financial Planners, Series 63, Disability Insurance, Portfolio Management, Finance, Investment Management, Financial Services, Underwriting, Funding, Wealth Management
Education
California State University-Long Beach 1992 — 1994
M.A., Industrial & Organizational Psychology
University of California, Irvine 1986 — 1990
B.A., Psychology & Economics
Ben Conover's Heritage Financial Experience January 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Heritage Financial January 2008 - Present
Nelnet January 2006 - January 2008
Education
University of Nebraska-Lincoln 2000 — 2010
finance, english, physics, economics
Northeast Community College 2002 — 2004
Associates, Math, english, physics, economics
Heritage Financial January 2008 - Present
Nelnet January 2006 - January 2008
Education
University of Nebraska-Lincoln 2000 — 2010
finance, english, physics, economics
Northeast Community College 2002 — 2004
Associates, Math, english, physics, economics
Chris Manfre's Heritage Financial Experience December 2014 - Present
Job Accountant/ Administrator at Heritage Financial
Industry Accounting
Experience
Heritage Financial December 2014 - Present
Enterprise Rent-A-Car July 2012 - June 2014
California Pizza Kitchen January 2009 - July 2012
Carlson Restaurants / T.G.I. Friday's June 2007 - July 2008
Skills
Accounting, Bookkeeping, QuickBooks, Income Tax, Tax, Tax Preparation, Financial Accounting, Tax Returns, Financial Reporting, Accounts Payable, Microsoft Excel, Auditing, Peachtree, Accounts Receivable, Account Reconciliation, Journal Entries, General Ledger, Microsoft Word, Payroll, Corporate Tax, Microsoft Office, GAAP, PowerPoint
Education
California State University-Fullerton 2008 — 2012
Bachelor of Science - Business Administration, Accounting
Heritage Financial December 2014 - Present
Enterprise Rent-A-Car July 2012 - June 2014
California Pizza Kitchen January 2009 - July 2012
Carlson Restaurants / T.G.I. Friday's June 2007 - July 2008
Skills
Accounting, Bookkeeping, QuickBooks, Income Tax, Tax, Tax Preparation, Financial Accounting, Tax Returns, Financial Reporting, Accounts Payable, Microsoft Excel, Auditing, Peachtree, Accounts Receivable, Account Reconciliation, Journal Entries, General Ledger, Microsoft Word, Payroll, Corporate Tax, Microsoft Office, GAAP, PowerPoint
Education
California State University-Fullerton 2008 — 2012
Bachelor of Science - Business Administration, Accounting