HF Financial
Description
Address: 4350 Congress St #300, Charlotte, NC 28209 Hours: Closed ⋅ Opens 8AM Thu Wednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 557-9600: : : Place name: : : Website: Category: : Website: http://www.hffcarolinas.com/ Category: Financial consultant 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 HF Financial Posting publicly on the Web Write a review Reviews Be the first to review
HF Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HF Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
HF Financial Salaries. You can even request information on how much does HF Financial pay if you want to. Learn about salaries, pros and cons of working for HF Financial directly from the past employees.
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HF Financial Employees
Employee
Years
Job
Industry
Harrison Pollan Harrison Pollan's HF Financial Experience May 2010 - August 2010
Job Sales Representative
Industry Insurance
Experience
Red Ventures March 2015 - Present
The Princeton Review July 2013 - March 2015
Studio South July 2013 - December 2014
Studio Charlotte Development February 2013 - March 2014
Genesis Studios August 2012 - December 2012
W.P. Rawl June 2012 - August 2012
HF Financial May 2010 - August 2010
Skills
Outlook, Event Planning, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Office, Statistics, Photoshop, Budgets, Social Media Marketing, Social Media Management, Customer Service, Spreadsheets, QuickBooks, Legislative Analysis, Report Writing, HTML, JavaScript, CSS, Typing (71 WPM), Office Management
Education
University of South Carolina - The Moore School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Corporate Finance
Queens University of Charlotte 2009 — 2010
Business Administration and Management, General
The George Washington University 2008 — 2009
Economics and East Asia
Red Ventures March 2015 - Present
The Princeton Review July 2013 - March 2015
Studio South July 2013 - December 2014
Studio Charlotte Development February 2013 - March 2014
Genesis Studios August 2012 - December 2012
W.P. Rawl June 2012 - August 2012
HF Financial May 2010 - August 2010
Skills
Outlook, Event Planning, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Office, Statistics, Photoshop, Budgets, Social Media Marketing, Social Media Management, Customer Service, Spreadsheets, QuickBooks, Legislative Analysis, Report Writing, HTML, JavaScript, CSS, Typing (71 WPM), Office Management
Education
University of South Carolina - The Moore School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Corporate Finance
Queens University of Charlotte 2009 — 2010
Business Administration and Management, General
The George Washington University 2008 — 2009
Economics and East Asia
Ben Khaled Ben Khaled's HF Financial Experience February 2013 - Present
Job Financial Services Representative at HF Financial
Industry Financial Services
Experience
HF Financial February 2013 - Present
Khaled Law Firm January 2012 - January 2013
Wells Fargo January 2011 - December 2011
Wells Fargo October 2007 - January 2011
Steak n Shake April 2007 - October 2007
Fort Mill Ford 2005 - 2006
Skills
Investments, Financial Services, Mortgage Lending, Mutual Funds, Insurance, Retirement Planning, Retirement, Life Insurance, Disability Insurance, Finance, Customer Service, Securities, Analysis, Employee Benefits
Education
Winthrop University
Economics
College of Staten Island
Touro College
HF Financial February 2013 - Present
Khaled Law Firm January 2012 - January 2013
Wells Fargo January 2011 - December 2011
Wells Fargo October 2007 - January 2011
Steak n Shake April 2007 - October 2007
Fort Mill Ford 2005 - 2006
Skills
Investments, Financial Services, Mortgage Lending, Mutual Funds, Insurance, Retirement Planning, Retirement, Life Insurance, Disability Insurance, Finance, Customer Service, Securities, Analysis, Employee Benefits
Education
Winthrop University
Economics
College of Staten Island
Touro College
Lori Townsend Lori Townsend's HF Financial Experience March 2013 - June 2014
Job Actively Seeking Employment
Industry Hospital & Health Care
Experience
Actively Seeking New Opportunities November 2014 - Present
Frontier Capital July 2014 - October 2014
HF Financial March 2013 - June 2014
Physical Therapy for the Carolinas January 2009 - March 2013
UnumProvident Corporation July 1998 - May 2005
Michelin Aircraft Tire Corporation July 1994 - July 1998
Skills
Administrative..., Travel Arrangements, Meeting Scheduling, Meeting Planning, Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Oriented, Medical Terminology, Health Insurance, Office Management, Healthcare Management, Medicare, Managed Care, Accounts Receivable, Healthcare Information..., Medical Transcription, Customer Service, Medical Records, Executive..., PowerPoint, Training, Employee Benefits, Time Management, Public Speaking, Team Building
Education
University of New Hampshire 1983 — 1986
Bachelor of Arts (B.A.), Psychology
University of New Hampshire-Manchester
Bachelor's degree, Psychology
Actively Seeking New Opportunities November 2014 - Present
Frontier Capital July 2014 - October 2014
HF Financial March 2013 - June 2014
Physical Therapy for the Carolinas January 2009 - March 2013
UnumProvident Corporation July 1998 - May 2005
Michelin Aircraft Tire Corporation July 1994 - July 1998
Skills
Administrative..., Travel Arrangements, Meeting Scheduling, Meeting Planning, Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Oriented, Medical Terminology, Health Insurance, Office Management, Healthcare Management, Medicare, Managed Care, Accounts Receivable, Healthcare Information..., Medical Transcription, Customer Service, Medical Records, Executive..., PowerPoint, Training, Employee Benefits, Time Management, Public Speaking, Team Building
Education
University of New Hampshire 1983 — 1986
Bachelor of Arts (B.A.), Psychology
University of New Hampshire-Manchester
Bachelor's degree, Psychology
John S. Hurst, Jr John S. Hurst, Jr's HF Financial Experience July 2012 - October 2012
Job Part Time Operations Supervisor at NASCAR Hall of Fame
Industry Financial Services
Experience
NASCAR Hall of Fame April 2015 - Present
NASCAR Hall of Fame December 2013 - Present
HF Financial July 2012 - October 2012
Bank of America 1985 - 2011
First American National Bank October 1974 - September 1985
Skills
Process Improvement, Operations Management, Compliance, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Services, Inter-personal, Business Analysis, Financial Risk, Risk, Relationship Building, Good listening skills, Ability to summarize, Objectivity, Client Issue Resolution, Break down problems..., Leadership, Human Resources, Budgets, Mergers & Acquisitions, Insurance, Time Management, Strategy, Team Building
Education
Nashville School of Law 1974 — 1979
Doctor of Law (JD), General Law
East Tennessee State University 1969 — 1973
Bachelor of Science (BS), History & Political Science
BAI School of Bank Administration 1983 — 1985
Continuing Education, Financial Services
National Personnel School
Continuing Education, All facets of Human Resources
NASCAR Hall of Fame April 2015 - Present
NASCAR Hall of Fame December 2013 - Present
HF Financial July 2012 - October 2012
Bank of America 1985 - 2011
First American National Bank October 1974 - September 1985
Skills
Process Improvement, Operations Management, Compliance, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Services, Inter-personal, Business Analysis, Financial Risk, Risk, Relationship Building, Good listening skills, Ability to summarize, Objectivity, Client Issue Resolution, Break down problems..., Leadership, Human Resources, Budgets, Mergers & Acquisitions, Insurance, Time Management, Strategy, Team Building
Education
Nashville School of Law 1974 — 1979
Doctor of Law (JD), General Law
East Tennessee State University 1969 — 1973
Bachelor of Science (BS), History & Political Science
BAI School of Bank Administration 1983 — 1985
Continuing Education, Financial Services
National Personnel School
Continuing Education, All facets of Human Resources
Mesa Kaplon's HF Financial Experience June 2015 - Present
Job New Business Coordinator
Industry Financial Services
Experience
HF Financial June 2015 - Present
Crump Life Insurance Services February 2010 - November 2014
Bank of America January 2008 - February 2010
Highland Capital Brokerage August 2006 - November 2007
Merrill Lynch February 2002 - August 2006
New England Financial June 1977 - February 2002
Skills
Life Insurance Sales,..., Operations Management, Performance Management, Strategic Planning, Long Term Care Insurance, Process Improvement, Recruiting, Training, Life Insurance, New Business Development, Long-term Care, Time Management, Disability Insurance, Term Life Insurance, Coaching, Business Process..., Leadership Development, Microsoft Excel, Relationship Management, Sales, Underwriting, Insurance, Management, Financial Services, Retirement Planning, Wealth Management, Mutual Funds, Customer Service, Series 63, Series 6, Fixed Annuities, Retirement, Health Insurance, Estate Planning
Education
UNCC
History
HF Financial June 2015 - Present
Crump Life Insurance Services February 2010 - November 2014
Bank of America January 2008 - February 2010
Highland Capital Brokerage August 2006 - November 2007
Merrill Lynch February 2002 - August 2006
New England Financial June 1977 - February 2002
Skills
Life Insurance Sales,..., Operations Management, Performance Management, Strategic Planning, Long Term Care Insurance, Process Improvement, Recruiting, Training, Life Insurance, New Business Development, Long-term Care, Time Management, Disability Insurance, Term Life Insurance, Coaching, Business Process..., Leadership Development, Microsoft Excel, Relationship Management, Sales, Underwriting, Insurance, Management, Financial Services, Retirement Planning, Wealth Management, Mutual Funds, Customer Service, Series 63, Series 6, Fixed Annuities, Retirement, Health Insurance, Estate Planning
Education
UNCC
History
Kevin D. Monaghan Kevin D. Monaghan's HF Financial Experience December 2014 - Present
Job Financial Representative at HF Financial
Industry Financial Services
Experience
HF Financial December 2014 - Present
deVere Group October 2008 - November 2014
T. Rowe Price February 2004 - June 2006
Nationwide Provident September 2001 - February 2004
Skills
Wealth Management, Investments, Portfolio Management, Strategic Financial..., Banking, Finance, Insurance, Market Research, Business Strategy, Business Development, New Business Development, Alternative Investments, B2B, Marketing Strategy, Account Management, Spanish, Public Speaking, Bloomberg, Financial Modeling, Research, Negotiation, Life Insurance, Start-ups, Asset Management, Corporate Finance, Series 7, Series 63, Mutual Funds, Financial Analysis, Financial Markets, Financial Advisory, Investment Advisory, Estate Planning, Commodity, Valuation, Financial Planning, Management, Financial Services, Retirement Planning, Disability Insurance
Education
Siena College 1997 — 2001
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Bond University 1999 — 2000
Bachelor of Science (B.S.), International Business
HF Financial December 2014 - Present
deVere Group October 2008 - November 2014
T. Rowe Price February 2004 - June 2006
Nationwide Provident September 2001 - February 2004
Skills
Wealth Management, Investments, Portfolio Management, Strategic Financial..., Banking, Finance, Insurance, Market Research, Business Strategy, Business Development, New Business Development, Alternative Investments, B2B, Marketing Strategy, Account Management, Spanish, Public Speaking, Bloomberg, Financial Modeling, Research, Negotiation, Life Insurance, Start-ups, Asset Management, Corporate Finance, Series 7, Series 63, Mutual Funds, Financial Analysis, Financial Markets, Financial Advisory, Investment Advisory, Estate Planning, Commodity, Valuation, Financial Planning, Management, Financial Services, Retirement Planning, Disability Insurance
Education
Siena College 1997 — 2001
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Bond University 1999 — 2000
Bachelor of Science (B.S.), International Business
Varnell Bien-Aime` Varnell Bien-Aime`'s HF Financial Experience March 2014 - Present
Job Financial Professional at HF Financial
Industry Banking
Experience
HF Financial March 2014 - Present
Merrill Lynch July 2013 - February 2014
Bank of America December 2010 - July 2013
Charlotte Crossovers 2008 - 2009
Noema Records 2007 - 2008
C.O.G.I.C. 2004 - 2006
C.O.G.I.C. 2004 - 2006
100 Black Men of America 2000 - 2001
100 Black Men of America 2000 - 2001
Skills
Finance, Insurance, Financial Services, Mortgage Lending, Loans, Banking, Marketing, Credit, Investments, Customer Service, Budgets, Credit Analysis, Loan Origination, Commercial Lending, Sandler Sales Training, Time Management, Small Business Lending, Consulting, Project Planning, Special Needs Planning, Workshop Facilitation, Mortgage Modification, Sales, Public Speaking, Management, Forex, Leadership, Microsoft Office, Strategic Planning, Risk Management
Education
Andersonville Theological Seminary
Bachelor's Degree, Ministry
UNC Charlotte
HF Financial March 2014 - Present
Merrill Lynch July 2013 - February 2014
Bank of America December 2010 - July 2013
Charlotte Crossovers 2008 - 2009
Noema Records 2007 - 2008
C.O.G.I.C. 2004 - 2006
C.O.G.I.C. 2004 - 2006
100 Black Men of America 2000 - 2001
100 Black Men of America 2000 - 2001
Skills
Finance, Insurance, Financial Services, Mortgage Lending, Loans, Banking, Marketing, Credit, Investments, Customer Service, Budgets, Credit Analysis, Loan Origination, Commercial Lending, Sandler Sales Training, Time Management, Small Business Lending, Consulting, Project Planning, Special Needs Planning, Workshop Facilitation, Mortgage Modification, Sales, Public Speaking, Management, Forex, Leadership, Microsoft Office, Strategic Planning, Risk Management
Education
Andersonville Theological Seminary
Bachelor's Degree, Ministry
UNC Charlotte
Buddy Dean Carter Buddy Dean Carter's HF Financial Experience October 2008 - March 2012
Job Financial Strategist at Consolidated Planning, Inc. 4201 Congress Street, Suite 295, Charlotte NC 28209
Industry Financial Services
Experience
Consolidated Planning, Inc. March 2012 - Present
HF Financial October 2008 - March 2012
EquiFirst Corp 2006 - 2008
State Line Lighting 2001 - 2006
Education
The American College 2010 — 2012
ChFC, Financial Planning
Winthrop University 2001 — 2004
BA, Business Administration
Consolidated Planning, Inc. March 2012 - Present
HF Financial October 2008 - March 2012
EquiFirst Corp 2006 - 2008
State Line Lighting 2001 - 2006
Education
The American College 2010 — 2012
ChFC, Financial Planning
Winthrop University 2001 — 2004
BA, Business Administration
Court Creeden's HF Financial Experience July 2009 - June 2011
Job Founder/Financial Advisor at Parent Financial
Industry Financial Services
Experience
Parent Financial June 2011 - Present
HF Financial July 2009 - June 2011
Global Financial Services Center July 2006 - July 2009
Education
University of Pennsylvania 1997 — 2001
BA, Majored in: Economics, Politics, and Philosophy
Severn School 1994 — 1997
Parent Financial June 2011 - Present
HF Financial July 2009 - June 2011
Global Financial Services Center July 2006 - July 2009
Education
University of Pennsylvania 1997 — 2001
BA, Majored in: Economics, Politics, and Philosophy
Severn School 1994 — 1997
Frederick Whitehead Frederick Whitehead's HF Financial Experience January 2014 - Present
Job Financial Services Professional at HF Financial
Industry Financial Services
Experience
HF Financial January 2014 - Present
US Department of Homeland Security April 2009 - January 2014
LeTip of Charlotte February 2014 - 2014
Mecklenburg County Sheriff's Office December 2006 - April 2009
Durham Police Department May 1996 - December 2006
US Army August 1990 - January 1996
Skills
Police, Enforcement, Emergency Management, Physical Security, Criminal Justice, Firearms, Counterterrorism, Private Investigations, Security Clearance, Force Protection, Military, Executive Protection, Command, Public Safety, Homeland Security, Government, Surveillance, Security Management, Criminal Investigations, Investigation, Tactics, Weapons, Security Operations, Personal Security, Personal Protection, Security Training, National Security, Corporate Security, Combat, Federal Law Enforcement, NIMS, Internal Investigations, Special Operations, Preparedness, Law Enforcement..., Military Training, CBRN, Incident Command, Contingency Planning, Risk Assessment, Vulnerability Assessment, Patrol, SWAT, Dignitary Protection, Policy, First Aid, Reconnaissance, Exercises, Field Training Officer, Workplace Violence
Education
University of Phoenix 2009 — 2011
Master of Science (MS), Administration of Justice and Security
North Carolina State University 1990 — 2003
Major Sports Management/ Minor Criminology, B.S. Sports Management; Criminology
Methodist College 1992 — 1994
Kinesiology and Exercise Science
HF Financial January 2014 - Present
US Department of Homeland Security April 2009 - January 2014
LeTip of Charlotte February 2014 - 2014
Mecklenburg County Sheriff's Office December 2006 - April 2009
Durham Police Department May 1996 - December 2006
US Army August 1990 - January 1996
Skills
Police, Enforcement, Emergency Management, Physical Security, Criminal Justice, Firearms, Counterterrorism, Private Investigations, Security Clearance, Force Protection, Military, Executive Protection, Command, Public Safety, Homeland Security, Government, Surveillance, Security Management, Criminal Investigations, Investigation, Tactics, Weapons, Security Operations, Personal Security, Personal Protection, Security Training, National Security, Corporate Security, Combat, Federal Law Enforcement, NIMS, Internal Investigations, Special Operations, Preparedness, Law Enforcement..., Military Training, CBRN, Incident Command, Contingency Planning, Risk Assessment, Vulnerability Assessment, Patrol, SWAT, Dignitary Protection, Policy, First Aid, Reconnaissance, Exercises, Field Training Officer, Workplace Violence
Education
University of Phoenix 2009 — 2011
Master of Science (MS), Administration of Justice and Security
North Carolina State University 1990 — 2003
Major Sports Management/ Minor Criminology, B.S. Sports Management; Criminology
Methodist College 1992 — 1994
Kinesiology and Exercise Science
Pamela Goodman Pamela Goodman's HF Financial Experience July 2014 - Present
Job Financial Services Professional at HF Financial
Industry Financial Services
Experience
HF Financial July 2014 - Present
Internet Pursuits, LLC, Owner August 2012 - Present
Charlotte Mecklenburg/Wake County Public Schools February 2007 - January 2014
Estee Lauder Companies, Inc October 2001 - June 2004
Perot Systems Corp January 1996 - August 1998
Skills
Training, Management, Educational Leadership, Data Analysis, Finance Analysis, Project Management, Strategic Planning, Digital Advertising, Educational Technology, Auditing Standards, Time Management, Instructional Design, Marketing, Microsoft Office, Recruiting, Affiliate Recruitment, Differentiated..., Technology Integration, Program Management, Instructional Technology, Blended Learning, Policy, Public Speaking, Adult Education, complicance, Workshop Facilitation, E-Learning, Analysis
Education
Strayer University, Raleigh, NC 2011 — 2014
Masters of Accounting Information Systems, Finance, Auditing, Information Systems and Administration, 4.0/4.0
University of Phoenix 2008 — 2010
Teacher Certification
Webster University 1998 — 2000
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services, 3.78/4.0
George Mason University 1987 — 1993
Bachelor of Arts (B.A.), Fine Arts; Music Theory and Composition, English, French
HF Financial July 2014 - Present
Internet Pursuits, LLC, Owner August 2012 - Present
Charlotte Mecklenburg/Wake County Public Schools February 2007 - January 2014
Estee Lauder Companies, Inc October 2001 - June 2004
Perot Systems Corp January 1996 - August 1998
Skills
Training, Management, Educational Leadership, Data Analysis, Finance Analysis, Project Management, Strategic Planning, Digital Advertising, Educational Technology, Auditing Standards, Time Management, Instructional Design, Marketing, Microsoft Office, Recruiting, Affiliate Recruitment, Differentiated..., Technology Integration, Program Management, Instructional Technology, Blended Learning, Policy, Public Speaking, Adult Education, complicance, Workshop Facilitation, E-Learning, Analysis
Education
Strayer University, Raleigh, NC 2011 — 2014
Masters of Accounting Information Systems, Finance, Auditing, Information Systems and Administration, 4.0/4.0
University of Phoenix 2008 — 2010
Teacher Certification
Webster University 1998 — 2000
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services, 3.78/4.0
George Mason University 1987 — 1993
Bachelor of Arts (B.A.), Fine Arts; Music Theory and Composition, English, French
Scott Burkett's HF Financial Experience May 2014 - August 2014
Job Sales at Victaulic
Industry Mechanical or Industrial Engineering
Experience
Victaulic May 2015 - Present
HF Financial May 2014 - August 2014
Green Services Inc June 2008 - August 2012
Williamsburg National Golf Course July 2009 - August 2009
Skills
Strategic Financial..., Wealth Management, Finance, Teamwork, Team Leadership, Microsoft Word, Microsoft Excel, Organization, Time Management, Microsoft Office, Customer Service, Financial Planning, Public Speaking, Marketing
Education
Longwood University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Senior
Victaulic May 2015 - Present
HF Financial May 2014 - August 2014
Green Services Inc June 2008 - August 2012
Williamsburg National Golf Course July 2009 - August 2009
Skills
Strategic Financial..., Wealth Management, Finance, Teamwork, Team Leadership, Microsoft Word, Microsoft Excel, Organization, Time Management, Microsoft Office, Customer Service, Financial Planning, Public Speaking, Marketing
Education
Longwood University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Senior
Jack Cassady, CFP®'s HF Financial Experience December 2010 - May 2011
Job Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management February 2014 - Present
PNC September 2012 - February 2014
EMM Financial Services May 2011 - September 2012
HF Financial December 2010 - May 2011
Erickson Financial Companies January 2009 - May 2010
Education
East Carolina University - College of Business 2014 — 2016
Master of Business Administration (MBA)
College for Financial Planning 2008 — 2009
CFP Board-Registered Program (Guilford College)
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Business Administration, Finance
PNC Wealth Management February 2014 - Present
PNC September 2012 - February 2014
EMM Financial Services May 2011 - September 2012
HF Financial December 2010 - May 2011
Erickson Financial Companies January 2009 - May 2010
Education
East Carolina University - College of Business 2014 — 2016
Master of Business Administration (MBA)
College for Financial Planning 2008 — 2009
CFP Board-Registered Program (Guilford College)
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Business Administration, Finance
Daniel Lonon's HF Financial Experience June 2009 - April 2010
Job Global Corporate Investments and Treasury Analyst at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch August 2011 - Present
Bank of America June 2010 - August 2011
HF Financial June 2009 - April 2010
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2009
Bachelor of Science, Marketing
Bank of America Merrill Lynch August 2011 - Present
Bank of America June 2010 - August 2011
HF Financial June 2009 - April 2010
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2009
Bachelor of Science, Marketing
Matt Kern Matt Kern's HF Financial Experience October 1989 - Present
Job Financial Advisor
Industry Financial Services
Experience
HF Financial October 1989 - Present
The Milton Company 1987 - 1989
Skills
Insurance, Retirement Planning, Estate Planning, Securities, Wealth Management, Disability Insurance, Retirement, Investments, Budgets, Fixed Annuities, Bonds, Strategic Financial..., Financial Planning, Annuities, Long Term Care, Budgeting, Series 7, Series 65, Chartered Life..., Certified in Long Term..., Accredited Investment..., Accident and Health..., Financial Goals, Strategy, Risk Management
Education
James Madison University - College of Business 1983 — 1987
B.B.A., Finance
HF Financial October 1989 - Present
The Milton Company 1987 - 1989
Skills
Insurance, Retirement Planning, Estate Planning, Securities, Wealth Management, Disability Insurance, Retirement, Investments, Budgets, Fixed Annuities, Bonds, Strategic Financial..., Financial Planning, Annuities, Long Term Care, Budgeting, Series 7, Series 65, Chartered Life..., Certified in Long Term..., Accredited Investment..., Accident and Health..., Financial Goals, Strategy, Risk Management
Education
James Madison University - College of Business 1983 — 1987
B.B.A., Finance
Garrett Hawkins's HF Financial Experience May 2015 - August 2015
Job Student of Finance & Economics pursuing Financial Analysis
Industry Financial Services
Experience
Graebel Companies, Inc. December 2013 - Present
HF Financial May 2015 - August 2015
Aflac May 2014 - September 2014
McConnell Golf June 2013 - August 2013
Skills
Leadership, Organizational..., Time Management, Microsoft Word, Sales, Customer Service, Microsoft Excel, Strategy, Leadership Development, Networking, Social Networking
Education
University of North Carolina at Charlotte 2012 — 2016
B.S.B.A. concentration in Finance, Minoring in Economics., Senior
Graebel Companies, Inc. December 2013 - Present
HF Financial May 2015 - August 2015
Aflac May 2014 - September 2014
McConnell Golf June 2013 - August 2013
Skills
Leadership, Organizational..., Time Management, Microsoft Word, Sales, Customer Service, Microsoft Excel, Strategy, Leadership Development, Networking, Social Networking
Education
University of North Carolina at Charlotte 2012 — 2016
B.S.B.A. concentration in Finance, Minoring in Economics., Senior
Seth Burris Seth Burris's HF Financial Experience September 2012 - November 2012
Job Truss Design Engineer at ProBuild
Industry Financial Services
Experience
ProBuild April 2013 - Present
HF Financial September 2012 - November 2012
Skills
Team Building, Customer Service, Truss Design, Time Management, Mitek Sapphire Suite, Building Materials
Education
The Citadel 2008 — 2012
Bachelor of Arts, Criminal Justice
ProBuild April 2013 - Present
HF Financial September 2012 - November 2012
Skills
Team Building, Customer Service, Truss Design, Time Management, Mitek Sapphire Suite, Building Materials
Education
The Citadel 2008 — 2012
Bachelor of Arts, Criminal Justice
Andréa C. Hardy Andréa C. Hardy's HF Financial Experience August 2011 - Present
Job Experienced Financial Planner with HF Financial
Industry Financial Services
Experience
HF Financial August 2011 - Present
The Hardy Financial Group, LLC March 2011 - January 2014
Bank of America December 2007 - March 2009
Eli Lilly and Company April 1999 - January 2008
Skills
Project Management, Management, Budgets, Finance, Analysis, Leadership, CRM, Vendor Management, Strategic Planning, Strategy, Management Consulting, SDLC, Data Warehousing, Quality Assurance, Cross-functional Team...
Education
North Carolina State University 1985 — 1989
Bachelors, Writing & Editing
ITT Graduate Division 1997 — 1999
MPM, Project Management
HF Financial August 2011 - Present
The Hardy Financial Group, LLC March 2011 - January 2014
Bank of America December 2007 - March 2009
Eli Lilly and Company April 1999 - January 2008
Skills
Project Management, Management, Budgets, Finance, Analysis, Leadership, CRM, Vendor Management, Strategic Planning, Strategy, Management Consulting, SDLC, Data Warehousing, Quality Assurance, Cross-functional Team...
Education
North Carolina State University 1985 — 1989
Bachelors, Writing & Editing
ITT Graduate Division 1997 — 1999
MPM, Project Management
Rick Ruiz, LUTCF Rick Ruiz, LUTCF's HF Financial Experience May 2015 - Present
Job Managing Director at HF Financial
Industry Financial Services
Experience
HF Financial May 2015 - Present
Mutual of Omaha January 2009 - April 2015
Mutual of Omaha December 2006 - December 2008
Skills
Universal Life, Disability Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Whole Life, Life Insurance, Long Term Care Insurance, Financial Planners, Critical Illness, Insurance, Health Insurance, Retirement, Employee Benefits, 401k, IRAs, Accident, Permanent Life Insurance, Health Savings Accounts, Licensed Life & Health..., Retirement Planning, Roth IRA, Series 6, 401k Rollovers, Accident Insurance, Group Insurance, Sales Leadership..., Medicare, Variable Annuities
Education
The American College
LUTCF
HF Financial May 2015 - Present
Mutual of Omaha January 2009 - April 2015
Mutual of Omaha December 2006 - December 2008
Skills
Universal Life, Disability Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Whole Life, Life Insurance, Long Term Care Insurance, Financial Planners, Critical Illness, Insurance, Health Insurance, Retirement, Employee Benefits, 401k, IRAs, Accident, Permanent Life Insurance, Health Savings Accounts, Licensed Life & Health..., Retirement Planning, Roth IRA, Series 6, 401k Rollovers, Accident Insurance, Group Insurance, Sales Leadership..., Medicare, Variable Annuities
Education
The American College
LUTCF
Gregory Baden Gregory Baden's HF Financial Experience July 2010 - October 2011
Job Hiring Manager at North American Senior Benefits
Industry Insurance
Experience
North American Senior Benefits March 2013 - Present
Senior Life Services November 2011 - May 2013
HF Financial July 2010 - October 2011
HSBC September 2005 - June 2009
Citi April 2004 - August 2005
Skills
Insurance, Recruiting, Customer Service, Sales, Account Management, Process Improvement, Sales Management, Team Building, Employee Benefits, Microsoft Excel, Marketing, Banking, Time Management, New Business Development, Team Leadership, Business Development, Outlook, Cold Calling, Coaching, Strategic Planning, Leadership, Training, Salesforce.com, Customer Satisfaction, Performance Management, Marketing Strategy, Management, Direct Sales, Contract Negotiation, Operations Management, Budgets, Human Resources, Customer Retention, Sales Operations, Sourcing, Life Insurance, Fixed Annuities, Sales Process, Selling, Sales Presentations, Disability Insurance, Talent Acquisition, Applicant Tracking..., Hiring, Building Relationships
Education
Salisbury University 2000 — 2003
Bachelor's degree, Interpersonal Communication
College of Southern Maryland 1999 — 2000
Business Administration and Management, General
North American Senior Benefits March 2013 - Present
Senior Life Services November 2011 - May 2013
HF Financial July 2010 - October 2011
HSBC September 2005 - June 2009
Citi April 2004 - August 2005
Skills
Insurance, Recruiting, Customer Service, Sales, Account Management, Process Improvement, Sales Management, Team Building, Employee Benefits, Microsoft Excel, Marketing, Banking, Time Management, New Business Development, Team Leadership, Business Development, Outlook, Cold Calling, Coaching, Strategic Planning, Leadership, Training, Salesforce.com, Customer Satisfaction, Performance Management, Marketing Strategy, Management, Direct Sales, Contract Negotiation, Operations Management, Budgets, Human Resources, Customer Retention, Sales Operations, Sourcing, Life Insurance, Fixed Annuities, Sales Process, Selling, Sales Presentations, Disability Insurance, Talent Acquisition, Applicant Tracking..., Hiring, Building Relationships
Education
Salisbury University 2000 — 2003
Bachelor's degree, Interpersonal Communication
College of Southern Maryland 1999 — 2000
Business Administration and Management, General
Stacey Brown Randall Stacey Brown Randall's HF Financial Experience May 2012 - September 2013
Job Business Growth Accelerator, Referral Marketing Strategist, Productivity Coach, Adjunct Professor
Industry Professional Training & Coaching
Experience
Take Control of Your Days September 2013 - Present
Randall Research, LLC January 2009 - Present
Queens University of Charlotte January 2014 - Present
HF Financial May 2012 - September 2013
IMR Research Group February 2008 - May 2009
Charlotte Chamber of Commerce October 2006 - June 2008
Charlotte magazine 2004 - 2006
Skills
Referral Marketing, Business Growth..., Client Experience, Coaching, Time Management, Public Speaking, Training, Leadership, Strategy, Employee Engagement, Talent Management, Leadership Development, Strategic Planning, Change Management, Consulting, Team Building, Generational Diversity..., Culture, Employee Surveys, Interviews, Employee Engagement..., Staff Development, Management Consulting, Organizational..., HR Consulting, Employee Training, Career Development, Strategic Communications, Human Resources, Organizational..., Workshop Facilitation, Career Counseling, Performance Improvement, Employee Relations, Organization Skills, Communication
Education
Queens University 2011 — 2013
MA
University of South Carolina-Columbia 1996 — 2000
BA
Take Control of Your Days September 2013 - Present
Randall Research, LLC January 2009 - Present
Queens University of Charlotte January 2014 - Present
HF Financial May 2012 - September 2013
IMR Research Group February 2008 - May 2009
Charlotte Chamber of Commerce October 2006 - June 2008
Charlotte magazine 2004 - 2006
Skills
Referral Marketing, Business Growth..., Client Experience, Coaching, Time Management, Public Speaking, Training, Leadership, Strategy, Employee Engagement, Talent Management, Leadership Development, Strategic Planning, Change Management, Consulting, Team Building, Generational Diversity..., Culture, Employee Surveys, Interviews, Employee Engagement..., Staff Development, Management Consulting, Organizational..., HR Consulting, Employee Training, Career Development, Strategic Communications, Human Resources, Organizational..., Workshop Facilitation, Career Counseling, Performance Improvement, Employee Relations, Organization Skills, Communication
Education
Queens University 2011 — 2013
MA
University of South Carolina-Columbia 1996 — 2000
BA
AVE MURRAY's HF Financial Experience November 2010 - February 2014
Job Making Powerful Business Connections
Industry Financial Services
Experience
HF Financial November 2010 - February 2014
Jacob's Ladder Job Center, Inc. July 2009 - November 2010
Barrier Breaker Publishing, Inc. November 2007 - May 2010
BOLD, Inc August 2006 - December 2009
Skills
Leadership, Business Planning, Teaching, Non-profits, Public Speaking, Outlook, Training, Microsoft Excel, Accounting, Time Management, PowerPoint, Editing, Microsoft Office, Management, Nonprofits, Teamwork, Entrepreneurship, Research, Customer Service, Strategic Planning, Operations Management, Event Planning
Education
Johnson & Wales University 2004 — 2008
BS, Business Management
New Horizon's Computer and Learning Center
HF Financial November 2010 - February 2014
Jacob's Ladder Job Center, Inc. July 2009 - November 2010
Barrier Breaker Publishing, Inc. November 2007 - May 2010
BOLD, Inc August 2006 - December 2009
Skills
Leadership, Business Planning, Teaching, Non-profits, Public Speaking, Outlook, Training, Microsoft Excel, Accounting, Time Management, PowerPoint, Editing, Microsoft Office, Management, Nonprofits, Teamwork, Entrepreneurship, Research, Customer Service, Strategic Planning, Operations Management, Event Planning
Education
Johnson & Wales University 2004 — 2008
BS, Business Management
New Horizon's Computer and Learning Center
James Ziel James Ziel's HF Financial Experience October 2014 - Present
Job Agency Supervisory Officer at HF Financial
Industry Financial Services
Experience
HF Financial October 2014 - Present
LPL Financial October 2013 - October 2014
LPL Financial September 2011 - October 2013
LPL Financial October 2009 - September 2011
Hewitt Associates June 2009 - October 2009
LPL Financial March 2008 - March 2009
E*TRADE Financial November 2004 - March 2008
Skills
Series 7, Series 63, Series 24, FINRA, Mutual Funds, Risk Management, Customer Service, Compliance, Brokerage, Process Improvement, Call Center, Analysis, Coaching, Strategic Planning, Microsoft Office, Quality Assurance, Risk, Excel, Problem Solving, Vendor Relations, Needs Analysis, Negotiation, Series 4, Series 53, Series 66, Insurance, Wealth Management, Investments, Financial Risk, Uniform Combined State..., Strategic Financial..., Call Centers, Equities, Financial Services
Education
University of California, Davis 1998 — 2003
B.A., Economics
HF Financial October 2014 - Present
LPL Financial October 2013 - October 2014
LPL Financial September 2011 - October 2013
LPL Financial October 2009 - September 2011
Hewitt Associates June 2009 - October 2009
LPL Financial March 2008 - March 2009
E*TRADE Financial November 2004 - March 2008
Skills
Series 7, Series 63, Series 24, FINRA, Mutual Funds, Risk Management, Customer Service, Compliance, Brokerage, Process Improvement, Call Center, Analysis, Coaching, Strategic Planning, Microsoft Office, Quality Assurance, Risk, Excel, Problem Solving, Vendor Relations, Needs Analysis, Negotiation, Series 4, Series 53, Series 66, Insurance, Wealth Management, Investments, Financial Risk, Uniform Combined State..., Strategic Financial..., Call Centers, Equities, Financial Services
Education
University of California, Davis 1998 — 2003
B.A., Economics
Samantha McGowan's HF Financial Experience September 2015 - Present
Job Event Coordinator
Industry Events Services
Experience
HF Financial September 2015 - Present
Receptions for Research: The Greg Olsen Foundation June 2015 - Present
The Club at Longview March 2012 - June 2015
Skills
Management, Microsoft Excel, Hospitality, Event Planning, Customer Service, Event Management, Microsoft Office, Budgets, Hospitality Management, Hospitality Industry, Sales, Food & Beverage, Marketing
Education
Ardrey Kell High School 2007 — 2011
High School Diploma
University of North Carolina at Charlotte
Meeting and Event Planning
HF Financial September 2015 - Present
Receptions for Research: The Greg Olsen Foundation June 2015 - Present
The Club at Longview March 2012 - June 2015
Skills
Management, Microsoft Excel, Hospitality, Event Planning, Customer Service, Event Management, Microsoft Office, Budgets, Hospitality Management, Hospitality Industry, Sales, Food & Beverage, Marketing
Education
Ardrey Kell High School 2007 — 2011
High School Diploma
University of North Carolina at Charlotte
Meeting and Event Planning
Thomas O. Tod Blackwell Thomas O. Tod Blackwell's HF Financial Experience March 2014 - Present
Job Financial Advisor at HF Financial
Industry
Experience
HF Financial March 2014 - Present
Main Street Wealth Management, LLC 2008 - 2014
Blue Ridge Financial Group, LLC 2004 - 2008
Black & Associates, LLC 1998 - 2004
Education
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor's Degree, English Language and Literature, General
HF Financial March 2014 - Present
Main Street Wealth Management, LLC 2008 - 2014
Blue Ridge Financial Group, LLC 2004 - 2008
Black & Associates, LLC 1998 - 2004
Education
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor's Degree, English Language and Literature, General
Caitlin Flanagan's HF Financial Experience May 2014 - Present
Job Marketing Intern at HF Financial
Industry Public Relations and Communications
Experience
Chi Omega January 2015 - Present
HF Financial May 2014 - Present
Citychurch Charlotte June 2013 - March 2015
Skills
Marketing, Nonprofits, Networking, Social Media, Event Planning, Public Relations, Social Networking, Facebook, Media Relations
Education
Queens University of Charlotte 2013 — 2016
Communication, Communication, General
Chi Omega January 2015 - Present
HF Financial May 2014 - Present
Citychurch Charlotte June 2013 - March 2015
Skills
Marketing, Nonprofits, Networking, Social Media, Event Planning, Public Relations, Social Networking, Facebook, Media Relations
Education
Queens University of Charlotte 2013 — 2016
Communication, Communication, General
Marc Hayes Marc Hayes's HF Financial Experience May 2014 - Present
Job Financial Services Professional at Pharmakon Wealth Advisors
Industry Financial Services
Experience
Pharmakon Wealth Advisors July 2015 - Present
HF Financial May 2014 - Present
Northwestern Mutual March 2013 - May 2014
Pi Kappa Phi Fraternity, Gamma Theta Chapter November 2012 - November 2013
Skills
Oral Communication, Microsoft Office, Computer Proficiency, Problem Solving, Organized Multi-tasker, Critical Thinking, Teamwork, Quantitative Research, Qualitative Research, Analytical Reasoning, Cpr Certified, Budgets, Time Management, Leadership, Project Planning, Fundraising, Analysis, Finance
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor Of Science In Business Administration, Finance and Economics
Pharmakon Wealth Advisors July 2015 - Present
HF Financial May 2014 - Present
Northwestern Mutual March 2013 - May 2014
Pi Kappa Phi Fraternity, Gamma Theta Chapter November 2012 - November 2013
Skills
Oral Communication, Microsoft Office, Computer Proficiency, Problem Solving, Organized Multi-tasker, Critical Thinking, Teamwork, Quantitative Research, Qualitative Research, Analytical Reasoning, Cpr Certified, Budgets, Time Management, Leadership, Project Planning, Fundraising, Analysis, Finance
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor Of Science In Business Administration, Finance and Economics
Andrew Coccia's HF Financial Experience December 2014 - Present
Job Financial Services Professional at HF Financial
Industry Financial Services
Experience
HF Financial December 2014 - Present
Duke Energy Corporation December 2013 - October 2014
Vanguard 2013 - 2013
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Excel, Financial Services, Microsoft Word, Public Speaking, Financial Analysis, Teamwork, Time Management, Life Insurance, Investments, Retirement, Disability Insurance, Mutual Funds
Education
Appalachian State University 2009 — 2012
Bachelor of Science (BS), Political Science and Government
HF Financial December 2014 - Present
Duke Energy Corporation December 2013 - October 2014
Vanguard 2013 - 2013
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Excel, Financial Services, Microsoft Word, Public Speaking, Financial Analysis, Teamwork, Time Management, Life Insurance, Investments, Retirement, Disability Insurance, Mutual Funds
Education
Appalachian State University 2009 — 2012
Bachelor of Science (BS), Political Science and Government
Ron Lentz Ron Lentz's HF Financial Experience June 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
HF Financial June 2015 - Present
Edward Jones June 2014 - June 2015
GE Energy October 2011 - June 2014
UTi Worldwide Inc. 2008 - October 2011
UTi Worldwide Inc. 2008 - 2009
UTi Worldwide Inc. 2006 - 2008
Skills
Financial Planning, Investments, Business Retirement..., Retirement Planning, Rollovers &..., Education Savings, Equity Investments, Fixed Income Investments, Individual Retirement..., Insurance..., Mutual Funds, Annuities, Supply Chain, Logistics, Warehousing, Logistics Management, Operations Management, Manufacturing, Supply Chain..., Lean Manufacturing, Supply Chain Management, Process Improvement, Materials Management, Leadership, Warehouse Management, 3PL, Operational Excellence, Shipping, Continuous Improvement, Project Planning, Transportation..., Transportation, Distribution Center..., Strategic Planning, Six Sigma, Inventory Management, Budgets, Demand Planning
Education
Clemson University 2002 — 2006
Industrial Management, Lean Manufacturing, Logistics, Operations Management
Clemson University 2002 — 2006
Bachelor's degree, Industrial Management
HF Financial June 2015 - Present
Edward Jones June 2014 - June 2015
GE Energy October 2011 - June 2014
UTi Worldwide Inc. 2008 - October 2011
UTi Worldwide Inc. 2008 - 2009
UTi Worldwide Inc. 2006 - 2008
Skills
Financial Planning, Investments, Business Retirement..., Retirement Planning, Rollovers &..., Education Savings, Equity Investments, Fixed Income Investments, Individual Retirement..., Insurance..., Mutual Funds, Annuities, Supply Chain, Logistics, Warehousing, Logistics Management, Operations Management, Manufacturing, Supply Chain..., Lean Manufacturing, Supply Chain Management, Process Improvement, Materials Management, Leadership, Warehouse Management, 3PL, Operational Excellence, Shipping, Continuous Improvement, Project Planning, Transportation..., Transportation, Distribution Center..., Strategic Planning, Six Sigma, Inventory Management, Budgets, Demand Planning
Education
Clemson University 2002 — 2006
Industrial Management, Lean Manufacturing, Logistics, Operations Management
Clemson University 2002 — 2006
Bachelor's degree, Industrial Management
Peter B. Brady, CLTC's HF Financial Experience September 2006 - January 2012
Job Financial Services Professional
Industry Financial Services
Experience
Consolidated Planning, Inc. May 2014 - Present
The Teague Group February 2012 - April 2014
HF Financial September 2006 - January 2012
Bank of America 2004 - 2006
Procter & Gamble April 1985 - December 2004
Education
University of Southern California - Marshall School of Business 2002 — 2004
Certification
University of North Carolina at Chapel Hill 1979 — 1984
Arts & Sciences
St. Xavier High School 1975 — 1979
Consolidated Planning, Inc. May 2014 - Present
The Teague Group February 2012 - April 2014
HF Financial September 2006 - January 2012
Bank of America 2004 - 2006
Procter & Gamble April 1985 - December 2004
Education
University of Southern California - Marshall School of Business 2002 — 2004
Certification
University of North Carolina at Chapel Hill 1979 — 1984
Arts & Sciences
St. Xavier High School 1975 — 1979
Isaac Sanchez's HF Financial Experience May 2015 - Present
Job Financial Services Professional & Insurance Specialist
Industry Financial Services
Experience
HF Financial May 2015 - Present
Skills
Sales Prospecting, Customer Service, Insurance, Management, Life Insurance, Property & Casualty..., Health Insurance, Sales, General Insurance, Singing, Music, Prospecting Skills, Marketing, Small Business, Foreign Languages, English to Spanish, Public Speaking, Technology Integration, Translation, Computer Graphics, Liability, Commercial Insurance, Cold Calling, Team Building
Education
The American College 2014 — 2016
Life Underwriter Training Council Fellow (LUTCF)
Agent's Choice Insurance Course 2013 — 2013
Licensed in NC and SC
D.A.T.S Dental Assistant Training School 2003 — 2004
Dental Assisting/Assistant
Valencia College
Dental Hygiene/Hygienist
Mid Florida Tech 2002 — 2003
Computer Graphics
HF Financial May 2015 - Present
Skills
Sales Prospecting, Customer Service, Insurance, Management, Life Insurance, Property & Casualty..., Health Insurance, Sales, General Insurance, Singing, Music, Prospecting Skills, Marketing, Small Business, Foreign Languages, English to Spanish, Public Speaking, Technology Integration, Translation, Computer Graphics, Liability, Commercial Insurance, Cold Calling, Team Building
Education
The American College 2014 — 2016
Life Underwriter Training Council Fellow (LUTCF)
Agent's Choice Insurance Course 2013 — 2013
Licensed in NC and SC
D.A.T.S Dental Assistant Training School 2003 — 2004
Dental Assisting/Assistant
Valencia College
Dental Hygiene/Hygienist
Mid Florida Tech 2002 — 2003
Computer Graphics
Krista Heafner's HF Financial Experience January 2015 - Present
Job Director of Marketing at HF Financial
Industry Financial Services
Experience
HF Financial January 2015 - Present
MassMutual Greater Houston October 2011 - December 2014
Northwestern Mutual December 2008 - September 2011
Northwestern Mutual June 2007 - December 2008
Wegmans March 2001 - August 2006
Skills
Insurance, Retirement Planning, Fixed Annuities, Sales, Marketing Strategy, Management, CRM, Marketing, Training, Securities, Retirement, Finance, Investments, Financial Services, Disability Insurance
Education
University of North Carolina at Charlotte 2004 — 2008
B.A, Finance-Risk Management and Insurance
HF Financial January 2015 - Present
MassMutual Greater Houston October 2011 - December 2014
Northwestern Mutual December 2008 - September 2011
Northwestern Mutual June 2007 - December 2008
Wegmans March 2001 - August 2006
Skills
Insurance, Retirement Planning, Fixed Annuities, Sales, Marketing Strategy, Management, CRM, Marketing, Training, Securities, Retirement, Finance, Investments, Financial Services, Disability Insurance
Education
University of North Carolina at Charlotte 2004 — 2008
B.A, Finance-Risk Management and Insurance
Thomas Son's HF Financial Experience December 2014 - Present
Job Financial Services Professional at HF Financial
Industry Financial Services
Experience
HF Financial December 2014 - Present
Open Systems Technologies September 2013 - March 2014
Staybridge Suites® Hotels December 2011 - September 2013
Skills
Investments, Analysis, Time Management, Leadership, Marketing
Education
University of North Carolina at Charlotte 2006 — 2011
Bachelor of Arts (B.A.), Criminal Justice
HF Financial December 2014 - Present
Open Systems Technologies September 2013 - March 2014
Staybridge Suites® Hotels December 2011 - September 2013
Skills
Investments, Analysis, Time Management, Leadership, Marketing
Education
University of North Carolina at Charlotte 2006 — 2011
Bachelor of Arts (B.A.), Criminal Justice
Vincent Gahren Vincent Gahren's HF Financial Experience February 2009 - October 2011
Job Managing Partner/Tax & Investment Advisor at Trinity Asset Partners, LLC
Industry Financial Services
Experience
Trinity Asset Partners, LLC September 2012 - Present
Wall Street Capitol an office of MetLife March 2012 - September 2012
MetLife Securities March 2012 - September 2012
Lincoln Financial Group November 2011 - June 2012
HF Financial February 2009 - October 2011
Waddell & Reed March 2008 - February 2010
ING Financial Partners April 2006 - June 2008
Ameriprise Financial Advisors January 2001 - July 2005
Skills
Mutual Funds, Securities, Investments, Financial Planning, Asset Allocation, Insurance, Wealth Management, Estate Planning, Health Insurance..., Portfolio Management, Small Business, Alternative Investments, Individual Health..., Life Settlements, Private Placements, Wealth, Financial Planners, Qualified Retirement..., Pensions, Wealth Accumulation, Financial Advisory, Succession Planning, Bonds, Wealth Preservation..., Asset Management, Business Planning, Employee Benefits, Fixed Income, Life Insurance, Disability Insurance, Finance, Investment Advisory, Structured Products, Strategic Financial..., Defined Benefit, Risk Management, Income Protection, Equities, Self-Directed IRA Fund..., Series 63, Roth IRA, Insurance Planning, Tax-Free Investments, Financial Services, Tax Planning, Cash Flow Maximization, Series 7, Series 65, Affordable Care Act
Education
University of North Carolina at Charlotte 1995 — 1998
BA, History
Fordham University 1990 — 1991
General Education
Trinity Asset Partners, LLC September 2012 - Present
Wall Street Capitol an office of MetLife March 2012 - September 2012
MetLife Securities March 2012 - September 2012
Lincoln Financial Group November 2011 - June 2012
HF Financial February 2009 - October 2011
Waddell & Reed March 2008 - February 2010
ING Financial Partners April 2006 - June 2008
Ameriprise Financial Advisors January 2001 - July 2005
Skills
Mutual Funds, Securities, Investments, Financial Planning, Asset Allocation, Insurance, Wealth Management, Estate Planning, Health Insurance..., Portfolio Management, Small Business, Alternative Investments, Individual Health..., Life Settlements, Private Placements, Wealth, Financial Planners, Qualified Retirement..., Pensions, Wealth Accumulation, Financial Advisory, Succession Planning, Bonds, Wealth Preservation..., Asset Management, Business Planning, Employee Benefits, Fixed Income, Life Insurance, Disability Insurance, Finance, Investment Advisory, Structured Products, Strategic Financial..., Defined Benefit, Risk Management, Income Protection, Equities, Self-Directed IRA Fund..., Series 63, Roth IRA, Insurance Planning, Tax-Free Investments, Financial Services, Tax Planning, Cash Flow Maximization, Series 7, Series 65, Affordable Care Act
Education
University of North Carolina at Charlotte 1995 — 1998
BA, History
Fordham University 1990 — 1991
General Education
Sheldon Turner's HF Financial Experience May 2013 - Present
Job Financial Representative at HF Financial
Industry Financial Services
Experience
HF Financial May 2013 - Present
United States Marine Corps 2005 - 2009
Skills
Strategic Financial..., Life Insurance, Risk Management, Logistics, Military Logistics, Disability Insurance, Financial Analysis, Inventory Management, Operations Management, Financial Modeling, Military Operations, Security Clearance, Long Term Care Insurance, Following Up, Finacial Management, Leadership, Management, Customer Service, Microsoft Office, Finance, Investments, Marketing, Microsoft Excel
Education
UNC Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Political Science and Government
Episcopal High school
HF Financial May 2013 - Present
United States Marine Corps 2005 - 2009
Skills
Strategic Financial..., Life Insurance, Risk Management, Logistics, Military Logistics, Disability Insurance, Financial Analysis, Inventory Management, Operations Management, Financial Modeling, Military Operations, Security Clearance, Long Term Care Insurance, Following Up, Finacial Management, Leadership, Management, Customer Service, Microsoft Office, Finance, Investments, Marketing, Microsoft Excel
Education
UNC Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Political Science and Government
Episcopal High school
Jason Goldy, ChFC Jason Goldy, ChFC's HF Financial Experience September 2005 - Present
Job VP of Sales Development, Director of Financial Planning at HF Financial
Industry Financial Services
Experience
HF Financial September 2005 - Present
Consolidated Planning, Inc. January 2003 - September 2005
CSFBdirect June 1999 - October 2001
Skills
Strategic Financial..., Retirement, Estate Planning, Disability Insurance, Long-term Care, Life Insurance, Wealth Management, Financial Planners, Financial Services, Employee Benefits
Education
Appalachian State University 1996 — 1999
Bachelor of Science (BS), Business Administration, Finance
HF Financial September 2005 - Present
Consolidated Planning, Inc. January 2003 - September 2005
CSFBdirect June 1999 - October 2001
Skills
Strategic Financial..., Retirement, Estate Planning, Disability Insurance, Long-term Care, Life Insurance, Wealth Management, Financial Planners, Financial Services, Employee Benefits
Education
Appalachian State University 1996 — 1999
Bachelor of Science (BS), Business Administration, Finance
Alexander Micciche's HF Financial Experience May 2015 - Present
Job Intern at HF Financial
Industry Financial Services
Experience
HF Financial May 2015 - Present
Longent January 2015 - May 2015
Randy's Pizza May 2010 - January 2015
Cafe Caturra 2012 - 2013
Skills
Microsoft Word, Microsoft Office, Customer Service, Time Management, PowerPoint, Gladiator, JDSU E6474A Drive Test, Teamwork, Inventory Management, Leadership, Data Entry, Facebook, Social Media, Food, Public Speaking, Social Networking, Outlook, Social Media Marketing, Microsoft Excel
Education
North Carolina State University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Panther Creek High School 2007 — 2011
HF Financial May 2015 - Present
Longent January 2015 - May 2015
Randy's Pizza May 2010 - January 2015
Cafe Caturra 2012 - 2013
Skills
Microsoft Word, Microsoft Office, Customer Service, Time Management, PowerPoint, Gladiator, JDSU E6474A Drive Test, Teamwork, Inventory Management, Leadership, Data Entry, Facebook, Social Media, Food, Public Speaking, Social Networking, Outlook, Social Media Marketing, Microsoft Excel
Education
North Carolina State University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Panther Creek High School 2007 — 2011
Patrick Larson's HF Financial Experience February 2015 - Present
Job Financial Services Professional at HF Financial
Industry Music
Experience
HF Financial February 2015 - Present
Guitar Lessons To Go LLC October 2007 - Present
Skills
Music, Teaching, Event Planning, Composition, Social Media, Music Education, Event Management, Music Industry, Sound, Audio Engineering, Editing, Creative Writing, Marketing, Social Media Marketing, Songwriting, Final Cut Pro, Recording, Music Production, Public Relations, Public Speaking, Financial Services, Customer Service
Education
Montreat College 2004 — 2007
Associates Degree, Business Administration
HF Financial February 2015 - Present
Guitar Lessons To Go LLC October 2007 - Present
Skills
Music, Teaching, Event Planning, Composition, Social Media, Music Education, Event Management, Music Industry, Sound, Audio Engineering, Editing, Creative Writing, Marketing, Social Media Marketing, Songwriting, Final Cut Pro, Recording, Music Production, Public Relations, Public Speaking, Financial Services, Customer Service
Education
Montreat College 2004 — 2007
Associates Degree, Business Administration
David Ferguson, ChFC® David Ferguson, ChFC®'s HF Financial Experience 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
HF Financial 2009 - Present
Banc of America Securities 1983 - 2009
Skills
Strategic Financial..., Investments, Deferred Compensation, LLC, Tax, Life Insurance, Disability Insurance, Retirement Planning, Wealth Accumulation, Business Continuity..., Qualified Retirement..., IRAs, Asset Management, Wealth Management, Investment Strategies, Leadership, Asset Managment, Finance, Retirement, Securities, Financial Services, Series 63, Series 7, 401k
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (MBA), Finance
Morehouse College 1977 — 1981
BA, FINANCE
HF Financial 2009 - Present
Banc of America Securities 1983 - 2009
Skills
Strategic Financial..., Investments, Deferred Compensation, LLC, Tax, Life Insurance, Disability Insurance, Retirement Planning, Wealth Accumulation, Business Continuity..., Qualified Retirement..., IRAs, Asset Management, Wealth Management, Investment Strategies, Leadership, Asset Managment, Finance, Retirement, Securities, Financial Services, Series 63, Series 7, 401k
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (MBA), Finance
Morehouse College 1977 — 1981
BA, FINANCE
Rebecca Lassiter Rebecca Lassiter's HF Financial Experience June 2014 - Present
Job Executive Assistant at HF Financial
Industry Financial Services
Experience
HF Financial June 2014 - Present
The Club at Longview February 2012 - June 2014
Skills
Fitness, Customer Satisfaction, Event Planning, Customer Oriented, Childcare, Leadership Development, Social Networking, Food, Supervisory Skills, Hiring, Editing, Communication, Insurance, Life Insurance, Relationship Building, Finance
Education
University of North Carolina at Charlotte 2009 — 2011
Bachelor of Science (BS), Business Administration and Management
Central Piedmont Community College 2006 — 2009
Associate's degree, Pre-Business
HF Financial June 2014 - Present
The Club at Longview February 2012 - June 2014
Skills
Fitness, Customer Satisfaction, Event Planning, Customer Oriented, Childcare, Leadership Development, Social Networking, Food, Supervisory Skills, Hiring, Editing, Communication, Insurance, Life Insurance, Relationship Building, Finance
Education
University of North Carolina at Charlotte 2009 — 2011
Bachelor of Science (BS), Business Administration and Management
Central Piedmont Community College 2006 — 2009
Associate's degree, Pre-Business
Shelley M. Walsh's HF Financial Experience May 2006 - July 2008
Job Director of Corporate Sales at Impact Technologies Group
Industry Financial Services
Experience
Impact Technologies Group, Inc. September 2014 - Present
UnitedHealth Group September 2014 - Present
Independent Consultant April 2011 - Present
Eastern Life and Health Insurance Company July 2008 - September 2010
HF Financial May 2006 - July 2008
Harleysville Insurance September 2002 - March 2006
Kemper May 1999 - September 2002
Allstate Insurance Company May 1997 - May 1999
Skills
Strategic Planning, Strategic Financial..., Financial Services, Retirement Planning, Small Business, Risk Management, Business Development, Retirement, Whole Life, Insurance, Fixed Annuities, Life Insurance, Sales, Fixed Income, Employee Benefits, IRAs, Disability Insurance, Long Term Care Insurance, Underwriting, Variable Annuities, 401k, 401k Rollovers, Investments, Wealth Management, Alternative Investments, Wealth Management..., Long-term Care, Estate Planning, Mutual Funds, Mortgage Lending, Term Life Insurance, Uniform Combined State..., Investment Advisory, Wealth Accumulation, Investment Strategies, Financial Planners, Asset Allocation, Health Insurance, Recruiting, Finance, Securities, Property & Casualty..., Financial Advisory, Portfolio Management, Leadership, Series 63, Financial Analysis, Wealth, Asset Management, Series 7
Education
California State University-Long Beach
Cypress High
University of Phoenix
BS, Business Management
Impact Technologies Group, Inc. September 2014 - Present
UnitedHealth Group September 2014 - Present
Independent Consultant April 2011 - Present
Eastern Life and Health Insurance Company July 2008 - September 2010
HF Financial May 2006 - July 2008
Harleysville Insurance September 2002 - March 2006
Kemper May 1999 - September 2002
Allstate Insurance Company May 1997 - May 1999
Skills
Strategic Planning, Strategic Financial..., Financial Services, Retirement Planning, Small Business, Risk Management, Business Development, Retirement, Whole Life, Insurance, Fixed Annuities, Life Insurance, Sales, Fixed Income, Employee Benefits, IRAs, Disability Insurance, Long Term Care Insurance, Underwriting, Variable Annuities, 401k, 401k Rollovers, Investments, Wealth Management, Alternative Investments, Wealth Management..., Long-term Care, Estate Planning, Mutual Funds, Mortgage Lending, Term Life Insurance, Uniform Combined State..., Investment Advisory, Wealth Accumulation, Investment Strategies, Financial Planners, Asset Allocation, Health Insurance, Recruiting, Finance, Securities, Property & Casualty..., Financial Advisory, Portfolio Management, Leadership, Series 63, Financial Analysis, Wealth, Asset Management, Series 7
Education
California State University-Long Beach
Cypress High
University of Phoenix
BS, Business Management
Catherine Burton's HF Financial Experience June 2012 - November 2012
Job Community Engagement Executive at Charlotte Business Journal
Industry Newspapers
Experience
Charlotte Business Journal July 2014 - Present
Charlotte Business Journal January 2014 - July 2014
Charlotte Business Journal November 2012 - January 2014
HF Financial June 2012 - November 2012
CREW Charlotte May 2011 - August 2011
HarrisYMCA May 2010 - August 2010
Harris YMCA August 2007 - June 2008
Skills
Leadership, Sales, Insurance, Analysis, Business Development, Marketing, Finance, Microsoft Office, Strategic Planning, New Business Development, Microsoft Excel, Management, Marketing Strategy, Event Planning, Public Relations, Public Speaking, Marketing Communications, Social Media, Advertising, Social Networking, Fundraising, Customer Service, Social Media Marketing, Training, PowerPoint, Budgets, Small Business, Facebook, Event Management, Online Advertising, Email Marketing
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Management & Society
Myers Park High School 2004 — 2008
Charlotte Business Journal July 2014 - Present
Charlotte Business Journal January 2014 - July 2014
Charlotte Business Journal November 2012 - January 2014
HF Financial June 2012 - November 2012
CREW Charlotte May 2011 - August 2011
HarrisYMCA May 2010 - August 2010
Harris YMCA August 2007 - June 2008
Skills
Leadership, Sales, Insurance, Analysis, Business Development, Marketing, Finance, Microsoft Office, Strategic Planning, New Business Development, Microsoft Excel, Management, Marketing Strategy, Event Planning, Public Relations, Public Speaking, Marketing Communications, Social Media, Advertising, Social Networking, Fundraising, Customer Service, Social Media Marketing, Training, PowerPoint, Budgets, Small Business, Facebook, Event Management, Online Advertising, Email Marketing
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Management & Society
Myers Park High School 2004 — 2008
Garrett Godwin's HF Financial Experience April 2009 - April 2010
Job Sr. Client Services Manager at Verigent
Industry Staffing and Recruiting
Experience
Verigent May 2011 - Present
Verigent May 2010 - April 2011
HF Financial April 2009 - April 2010
Jackson Wealth Management June 2006 - January 2008
Skills
Sales, Account Management, Networking, Recruiting, Sourcing, New Business Development, Customer Service, Business Development, Sales Management, Strategic Planning, Outlook, Microsoft Excel, Team Leadership, VoIP, Marketing, Contract Recruitment, Negotiation, Interviews, Leadership, Program Management, Wireless, Project Management, Human Resources, Technical Recruiting, Cold Calling, Permanent Placement, Management, Temporary Placement, Temporary Staffing
Education
Auburn University 2004 — 2008
BSBA, Finance, Psychology
Verigent May 2011 - Present
Verigent May 2010 - April 2011
HF Financial April 2009 - April 2010
Jackson Wealth Management June 2006 - January 2008
Skills
Sales, Account Management, Networking, Recruiting, Sourcing, New Business Development, Customer Service, Business Development, Sales Management, Strategic Planning, Outlook, Microsoft Excel, Team Leadership, VoIP, Marketing, Contract Recruitment, Negotiation, Interviews, Leadership, Program Management, Wireless, Project Management, Human Resources, Technical Recruiting, Cold Calling, Permanent Placement, Management, Temporary Placement, Temporary Staffing
Education
Auburn University 2004 — 2008
BSBA, Finance, Psychology
Justin Custodi's HF Financial Experience February 2015 - Present
Job Mutual Fund Analyst at ALPS, A DST Company
Industry Financial Services
Experience
HF Financial February 2015 - Present
ALPS, A DST Company October 2013 - September 2014
Curian Capital March 2013 - August 2013
The Carnegie Abbey Club April 2004 - July 2011
Skills
Financial Analysis, Research, Microsoft Excel, Leadership, Customer Service, Social Media
Education
University of Rhode Island - College of Business Administration
Finance
HF Financial February 2015 - Present
ALPS, A DST Company October 2013 - September 2014
Curian Capital March 2013 - August 2013
The Carnegie Abbey Club April 2004 - July 2011
Skills
Financial Analysis, Research, Microsoft Excel, Leadership, Customer Service, Social Media
Education
University of Rhode Island - College of Business Administration
Finance
Jack Ellsworth, CLU, ChFC, AEP Jack Ellsworth, CLU, ChFC, AEP's HF Financial Experience 2000 - Present
Job Sales at Insurance Management Group, Inc.
Industry Financial Services
Experience
Insurance Management Group, Inc. January 2000 - Present
HF Financial 2000 - Present
National Life Group July 1979 - December 1999
Scott Paper Co. 1970 - 1979
Skills
Sales, Leadership, Life Insurance, Employee Benefits, Estate Planning, Disability Insurance, Financial Services, Finance, Health Insurance, Insurance, Financial Advisory, Term Life Insurance, Long-term Care
Education
University of Delaware 1966 — 1970
BS/BA, Finance
Brookfield East High School (WI) and Edina High School (MN) 1961 — 1963
High School Classes, College Prep
Insurance Management Group, Inc. January 2000 - Present
HF Financial 2000 - Present
National Life Group July 1979 - December 1999
Scott Paper Co. 1970 - 1979
Skills
Sales, Leadership, Life Insurance, Employee Benefits, Estate Planning, Disability Insurance, Financial Services, Finance, Health Insurance, Insurance, Financial Advisory, Term Life Insurance, Long-term Care
Education
University of Delaware 1966 — 1970
BS/BA, Finance
Brookfield East High School (WI) and Edina High School (MN) 1961 — 1963
High School Classes, College Prep
Stephen K Nassrah Stephen K Nassrah's HF Financial Experience September 2010 - December 2011
Job Loan Officer at SunTrust
Industry Financial Services
Experience
SunTrust May 2015 - Present
ConeGolf June 2014 - Present
goodmortgage.com November 2014 - April 2015
Consolidated Planning, Inc. December 2013 - October 2014
Wyndham Capital Mortgage January 2012 - October 2013
HF Financial September 2010 - December 2011
Wells Fargo Advisors April 2008 - July 2010
Wachovia Securities October 2006 - March 2008
Skills
Retirement, Financial Services, Investments, Mutual Funds, Insurance, Banking, Loans, Mortgage Lending, Finance, Credit, CRM, Estate Planning, Residential Mortgages, Loan Origination, Securities, Financial Planning
Education
University of South Carolina Upstate 2003 — 2006
Bachelor's Degree, Psychology
College for Financial Planning 2009 — 2010
CFP Professional Education Mentor Program, Financial Planning
SunTrust May 2015 - Present
ConeGolf June 2014 - Present
goodmortgage.com November 2014 - April 2015
Consolidated Planning, Inc. December 2013 - October 2014
Wyndham Capital Mortgage January 2012 - October 2013
HF Financial September 2010 - December 2011
Wells Fargo Advisors April 2008 - July 2010
Wachovia Securities October 2006 - March 2008
Skills
Retirement, Financial Services, Investments, Mutual Funds, Insurance, Banking, Loans, Mortgage Lending, Finance, Credit, CRM, Estate Planning, Residential Mortgages, Loan Origination, Securities, Financial Planning
Education
University of South Carolina Upstate 2003 — 2006
Bachelor's Degree, Psychology
College for Financial Planning 2009 — 2010
CFP Professional Education Mentor Program, Financial Planning
Ryan Schachtner Ryan Schachtner's HF Financial Experience January 2008 - June 2011
Job President at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management November 2014 - Present
Northwestern Mutual June 2011 - November 2014
Northwestern Mutual June 2011 - November 2014
HF Financial January 2008 - June 2011
Northwestern Mutual January 2004 - January 2008
Northwestern Mutual December 2000 - May 2004
Skills
Leadership, Management, Recruiting, Sales Management
Education
Cardinal Stritch University 1999 — 2004
Business, Marketing
University of Wisconsin-Madison 1999 — 2000
Waukesha South High School 1998 — 1999
Catholic Memorial High School 1996 — 1998
Virginia Asset Management November 2014 - Present
Northwestern Mutual June 2011 - November 2014
Northwestern Mutual June 2011 - November 2014
HF Financial January 2008 - June 2011
Northwestern Mutual January 2004 - January 2008
Northwestern Mutual December 2000 - May 2004
Skills
Leadership, Management, Recruiting, Sales Management
Education
Cardinal Stritch University 1999 — 2004
Business, Marketing
University of Wisconsin-Madison 1999 — 2000
Waukesha South High School 1998 — 1999
Catholic Memorial High School 1996 — 1998
Julie Hough Julie Hough's HF Financial Experience 2011 - Present
Job Agency Licensing Coordinator, HF Financial
Industry Financial Services
Experience
HF Financial 2011 - Present
Helen Adams Realty September 2010 - November 2012
Interactive Data May 2007 - March 2009
University of Canterbury Education Plus September 2006 - March 2007
Montaldo's Furs November 2003 - August 2006
Skills
Selling, Real Estate, Sales, Marketing, New Business Development, Account Management, Contract Negotiation, Business Development, CRM, Marketing Strategy, Insurance, Customer Service, Sales Management, Sales Presentations, Budgets
Education
Appalachian State University
Bachelors of Science in Business Administration, Marketing
HF Financial 2011 - Present
Helen Adams Realty September 2010 - November 2012
Interactive Data May 2007 - March 2009
University of Canterbury Education Plus September 2006 - March 2007
Montaldo's Furs November 2003 - August 2006
Skills
Selling, Real Estate, Sales, Marketing, New Business Development, Account Management, Contract Negotiation, Business Development, CRM, Marketing Strategy, Insurance, Customer Service, Sales Management, Sales Presentations, Budgets
Education
Appalachian State University
Bachelors of Science in Business Administration, Marketing
Ely Friedman's HF Financial Experience May 2011 - January 2013
Job Associate at Business Acquisition & Merger Associates
Industry Investment Banking
Experience
Business Acquisition & Merger Associates April 2015 - Present
Bank of America June 2014 - April 2015
Transformational Advisory, LLC August 2014 - August 2014
Bank of America June 2013 - June 2014
Wyndham Capital Mortgage June 2012 - June 2013
HF Financial May 2011 - January 2013
Novare Capital Management September 2010 - May 2011
Queens University of Charlotte August 2007 - May 2011
Principal Financial Group May 2010 - August 2010
Skills
Investments, Financial Modeling, Portfolio Management, Asset Allocation, Microsoft Excel, Bloomberg, Finance, Loans, Equity Research Analysis, Fixed Income Strategies, Financial Reporting, Financial Risk, Morningstar, Mortgage Lending, Analysis, Schwab Institutional, Etrade Financial, Strategic Financial..., Trading, Management, Accounting, Risk Management, Valuation, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Capital Markets, Investment Banking, Due Diligence, Equities, Private Equity
Education
Queens University of Charlotte 2007 — 2011
Bachelor of Business Administration (B.B.A.), Specilization in Finance, Pre-law Concentration
Bourbon County High School
Business Acquisition & Merger Associates April 2015 - Present
Bank of America June 2014 - April 2015
Transformational Advisory, LLC August 2014 - August 2014
Bank of America June 2013 - June 2014
Wyndham Capital Mortgage June 2012 - June 2013
HF Financial May 2011 - January 2013
Novare Capital Management September 2010 - May 2011
Queens University of Charlotte August 2007 - May 2011
Principal Financial Group May 2010 - August 2010
Skills
Investments, Financial Modeling, Portfolio Management, Asset Allocation, Microsoft Excel, Bloomberg, Finance, Loans, Equity Research Analysis, Fixed Income Strategies, Financial Reporting, Financial Risk, Morningstar, Mortgage Lending, Analysis, Schwab Institutional, Etrade Financial, Strategic Financial..., Trading, Management, Accounting, Risk Management, Valuation, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Capital Markets, Investment Banking, Due Diligence, Equities, Private Equity
Education
Queens University of Charlotte 2007 — 2011
Bachelor of Business Administration (B.B.A.), Specilization in Finance, Pre-law Concentration
Bourbon County High School
Aaron Biller Aaron Biller's HF Financial Experience July 2012 - July 2015
Job Community Manager at Postmates
Industry Financial Services
Experience
Postmates July 2015 - Present
HF Financial July 2012 - July 2015
Bedford High School, Bedford, PA June 2010 - July 2012
Group Publishing May 2007 - August 2009
Skills
Team Leadership, Social Psychology, People-oriented, Coaching, Organizational Behavior, Talent Assessment, Public Speaking, Personality, Team Building, Teamwork, Management, Music, Customer Service, Curriculum Design
Education
Grove City College 2006 — 2010
Bachelor's degree
Kennard-Dale High School 2002 — 2006
Postmates July 2015 - Present
HF Financial July 2012 - July 2015
Bedford High School, Bedford, PA June 2010 - July 2012
Group Publishing May 2007 - August 2009
Skills
Team Leadership, Social Psychology, People-oriented, Coaching, Organizational Behavior, Talent Assessment, Public Speaking, Personality, Team Building, Teamwork, Management, Music, Customer Service, Curriculum Design
Education
Grove City College 2006 — 2010
Bachelor's degree
Kennard-Dale High School 2002 — 2006
Jordan Bilodeau's HF Financial Experience May 2015 - Present
Job Investment Services Specialist at HF Financial
Industry Financial Services
Experience
HF Financial May 2015 - Present
Spruce Needles Golf Club May 2006 - August 2014
Northern Swing Golf Centre October 2010 - August 2011
Skills
Time Management, Microsoft Office, Microsoft Word, Golf, Customer Service, Microsoft Excel, French, PowerPoint, Bilingual, English, Technology, Wealth Management
Education
Gardner-Webb University 2015 — 2017
Master's, Wealth and Trust Management, 1st Year Student
Queens University of Charlotte 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Graduated
Ecole Secondaire Catholique Thériault 2006 — 2010
High School Diploma
HF Financial May 2015 - Present
Spruce Needles Golf Club May 2006 - August 2014
Northern Swing Golf Centre October 2010 - August 2011
Skills
Time Management, Microsoft Office, Microsoft Word, Golf, Customer Service, Microsoft Excel, French, PowerPoint, Bilingual, English, Technology, Wealth Management
Education
Gardner-Webb University 2015 — 2017
Master's, Wealth and Trust Management, 1st Year Student
Queens University of Charlotte 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Graduated
Ecole Secondaire Catholique Thériault 2006 — 2010
High School Diploma
David Cove, CFP®'s HF Financial Experience January 2004 - October 2013
Job Regional Vice President Southwest Region at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2013 - Present
HF Financial January 2004 - October 2013
MassMutual Financial Group January 2004 - January 2009
New England Financial (Thompson Financial Group) January 2000 - December 2004
New England Financial (Thompson Financial Group) July 1996 - December 1999
Skills
Insurance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
BSBA, Finance and Operations Management
MassMutual Financial Group November 2013 - Present
HF Financial January 2004 - October 2013
MassMutual Financial Group January 2004 - January 2009
New England Financial (Thompson Financial Group) January 2000 - December 2004
New England Financial (Thompson Financial Group) July 1996 - December 1999
Skills
Insurance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
BSBA, Finance and Operations Management
Gretchen Danaceau's HF Financial Experience November 2011 - November 2012
Job Manager at Bad Daddys Burger Bar
Industry Food & Beverages
Experience
Bad Daddys Burger Bar 2014 - Present
The Speedway Club at Charlotte Motor Speedway April 2013 - October 2013
HF Financial November 2011 - November 2012
The Old Bag of Nails Pub August 2006 - September 2011
Gala Events, Inc June 2003 - December 2006
The Old Bag of Nails Pub September 2004 - August 2006
Skills
Team Leadership, Sales, Cold Calling, Customer Service, Management, Event Planning, Highly detail oriented, Goal Oriented, Organization, Insurance, Disability Insurance, Long Term Care Insurance, Life Insurance, Budgets, Public Speaking, Strategic Financial..., Customer Satisfaction, Marketing, Social Networking, Leadership, Training, Small Business, Recruiting, Business Development, Retirement, Time Management, Microsoft Excel, Highly personable, Project Planning, Long-term Care, Finance, Employee Benefits, Payroll, Accounting, Team Building, Financial Services, Business Planning, Investments, Retirement Planning, Policy, Fixed Annuities, Account Management, Coaching, Banquets, Analysis, Strategic Planning, Hiring, Risk Management, Networking, Mutual Funds
Education
The Ohio State University
Bachelor of Science
The Ohio State University
Bachelor of Arts, Anthropology
Bad Daddys Burger Bar 2014 - Present
The Speedway Club at Charlotte Motor Speedway April 2013 - October 2013
HF Financial November 2011 - November 2012
The Old Bag of Nails Pub August 2006 - September 2011
Gala Events, Inc June 2003 - December 2006
The Old Bag of Nails Pub September 2004 - August 2006
Skills
Team Leadership, Sales, Cold Calling, Customer Service, Management, Event Planning, Highly detail oriented, Goal Oriented, Organization, Insurance, Disability Insurance, Long Term Care Insurance, Life Insurance, Budgets, Public Speaking, Strategic Financial..., Customer Satisfaction, Marketing, Social Networking, Leadership, Training, Small Business, Recruiting, Business Development, Retirement, Time Management, Microsoft Excel, Highly personable, Project Planning, Long-term Care, Finance, Employee Benefits, Payroll, Accounting, Team Building, Financial Services, Business Planning, Investments, Retirement Planning, Policy, Fixed Annuities, Account Management, Coaching, Banquets, Analysis, Strategic Planning, Hiring, Risk Management, Networking, Mutual Funds
Education
The Ohio State University
Bachelor of Science
The Ohio State University
Bachelor of Arts, Anthropology
Crystal Tindal's HF Financial Experience March 2014 - Present
Job Experienced Financial Professional Dedicated to helping you reach your financial goals.
Industry Insurance
Experience
HF Financial March 2014 - Present
Skills
Subrogation, Claims Management, Claim, Insurance, Liability
Education
University of Phoenix
Master of Business Administration (MBA), Management
HF Financial March 2014 - Present
Skills
Subrogation, Claims Management, Claim, Insurance, Liability
Education
University of Phoenix
Master of Business Administration (MBA), Management
Denis R. Curcio, CFP®'s HF Financial Experience July 2009 - February 2010
Job Wealth Management at Carroll Financial Associates
Industry Investment Management
Experience
Carroll Financial Associates November 2014 - Present
Reliance Trust Company May 2013 - October 2014
Carroll Financial Associates February 2010 - May 2013
HF Financial July 2009 - February 2010
Integrity Investments, Inc. May 1998 - July 2009
Skills
Strategic Financial..., Asset Management, Portfolio Management, Asset Allocation, Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Series 7, Fixed Income, Long Term Care, IRA Rollovers, 401k, Risk Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Essentials of Management Leadership
The University of Georgia 2008 — 2008
The Executive Program for Financial Planning Certification
University of Florida - Warrington College of Business Administration 2004 — 2005
MBA, Business Administration
Jacksonville University 1995 — 1997
BS, Finance
Carroll Financial Associates November 2014 - Present
Reliance Trust Company May 2013 - October 2014
Carroll Financial Associates February 2010 - May 2013
HF Financial July 2009 - February 2010
Integrity Investments, Inc. May 1998 - July 2009
Skills
Strategic Financial..., Asset Management, Portfolio Management, Asset Allocation, Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Series 7, Fixed Income, Long Term Care, IRA Rollovers, 401k, Risk Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Essentials of Management Leadership
The University of Georgia 2008 — 2008
The Executive Program for Financial Planning Certification
University of Florida - Warrington College of Business Administration 2004 — 2005
MBA, Business Administration
Jacksonville University 1995 — 1997
BS, Finance
Leonard (Lenny) Schnall, MBA's HF Financial Experience March 2013 - June 2013
Job Financial Analyst/ Consultant
Industry Financial Services
Experience
RoundPoint Mortgage Servicing Corporation July 2015 - September 2015
Wells Fargo June 2014 - December 2014
HF Financial March 2013 - June 2013
New York Life Insurance Company March 2012 - January 2013
Bank of America July 2004 - June 2011
Merrill Lynch February 1999 - November 2003
Lehman Brothers 1996 - 1998
Lehman Brothers 1991 - 1996
Smith Barney 1987 - 1991
Salomon Brothers 1986 - 1987
Skills
Fixed Income, Investment Banking, Securities, Capital Markets, Financial Analysis, Financial Reporting, Fixed Annuities, Retirement Planning, Syndications, Middle Office, IPO, Bonds, Municipal Bonds, Equity Capital Markets, TQM- Total Quality..., Process Improvement, Six Sigma, Excel, Personal Financial..., Term Life Insurance, Whole Life, Universal Life, Disability Insurance, Long Term Care Insurance, Health Insurance, Investments, Financial Services, Life Insurance, Long-term Care, Financial Markets, Product Control, Finance, Insurance, Mutual Funds, Strategic Financial..., Series 7
Education
Fordham University Graduate School of Business Administration 1988 — 1991
MBA, Finance
Dowling College 1981 — 1985
BBA, Accounting
RoundPoint Mortgage Servicing Corporation July 2015 - September 2015
Wells Fargo June 2014 - December 2014
HF Financial March 2013 - June 2013
New York Life Insurance Company March 2012 - January 2013
Bank of America July 2004 - June 2011
Merrill Lynch February 1999 - November 2003
Lehman Brothers 1996 - 1998
Lehman Brothers 1991 - 1996
Smith Barney 1987 - 1991
Salomon Brothers 1986 - 1987
Skills
Fixed Income, Investment Banking, Securities, Capital Markets, Financial Analysis, Financial Reporting, Fixed Annuities, Retirement Planning, Syndications, Middle Office, IPO, Bonds, Municipal Bonds, Equity Capital Markets, TQM- Total Quality..., Process Improvement, Six Sigma, Excel, Personal Financial..., Term Life Insurance, Whole Life, Universal Life, Disability Insurance, Long Term Care Insurance, Health Insurance, Investments, Financial Services, Life Insurance, Long-term Care, Financial Markets, Product Control, Finance, Insurance, Mutual Funds, Strategic Financial..., Series 7
Education
Fordham University Graduate School of Business Administration 1988 — 1991
MBA, Finance
Dowling College 1981 — 1985
BBA, Accounting