Independent Financial
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Independent Financial Employees
Employee
Years
Job
Industry
Jeffrey DeBoer, ChFC® Jeffrey DeBoer, ChFC®'s Independent Financial Experience September 1999 - January 2003
Job President, DeBoer Financial Group
Industry Financial Services
Experience
DeBoer Financial Group January 2003 - Present
Independent Financial September 1999 - January 2003
California Federal Bank April 1990 - September 1999
PAMCO Securities March 1989 - April 1990
Prudential Financial October 1987 - March 1989
Skills
Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Insurance, Risk Management, Asset Managment, Public Speaking, Budgets, Customer Service
Education
California State University-Sacramento 1982 — 1986
Business/Managerial Economics
DeBoer Financial Group January 2003 - Present
Independent Financial September 1999 - January 2003
California Federal Bank April 1990 - September 1999
PAMCO Securities March 1989 - April 1990
Prudential Financial October 1987 - March 1989
Skills
Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Insurance, Risk Management, Asset Managment, Public Speaking, Budgets, Customer Service
Education
California State University-Sacramento 1982 — 1986
Business/Managerial Economics
Peter Fairchild Peter Fairchild's Independent Financial Experience February 2007 - June 2008
Job Senior Vice President Operations & Administration at Covala Group
Industry Financial Services
Experience
NFP Executive Benefits November 2014 - Present
New York Life Insurance Company March 2010 - January 2014
New York Life Insurance Company November 2008 - March 2010
Independent Financial February 2007 - June 2008
TD Waterhouse August 2001 - May 2006
TD Waterhouse February 1994 - August 2001
Skills
CRM, Management, Leadership, Strategic Planning, Call Centers, Mutual Funds, Customer Service, Securities, Financial Services, Series 7, Wealth Management, Vendor Management, Strategy, Equities, Financial Markets, Investments, Visio, Call Center, Operations Management, Portfolio Management, Risk Management, Fixed Income, Product Training, Financial Modeling, Insurance, Alternative Investments, Cross Selling, Series 63, Training, Mentoring, Employee Engagement, Brokerage, Cisco VoIP, Hiring Personnel, Leadership Development, Variable Annuities, Fixed Annuities, Retirement Planning, Change Management, Team Building, Team Leadership, Organizational..., Budgets, Banking, FINRA, Retirement, Financial Advisory, Trading, Customer Satisfaction, Relationship Management
Education
Southern Methodist University 1988 — 1992
History
Pomfret School 1984 — 1988
NFP Executive Benefits November 2014 - Present
New York Life Insurance Company March 2010 - January 2014
New York Life Insurance Company November 2008 - March 2010
Independent Financial February 2007 - June 2008
TD Waterhouse August 2001 - May 2006
TD Waterhouse February 1994 - August 2001
Skills
CRM, Management, Leadership, Strategic Planning, Call Centers, Mutual Funds, Customer Service, Securities, Financial Services, Series 7, Wealth Management, Vendor Management, Strategy, Equities, Financial Markets, Investments, Visio, Call Center, Operations Management, Portfolio Management, Risk Management, Fixed Income, Product Training, Financial Modeling, Insurance, Alternative Investments, Cross Selling, Series 63, Training, Mentoring, Employee Engagement, Brokerage, Cisco VoIP, Hiring Personnel, Leadership Development, Variable Annuities, Fixed Annuities, Retirement Planning, Change Management, Team Building, Team Leadership, Organizational..., Budgets, Banking, FINRA, Retirement, Financial Advisory, Trading, Customer Satisfaction, Relationship Management
Education
Southern Methodist University 1988 — 1992
History
Pomfret School 1984 — 1988
Andrew Reiffenberger Andrew Reiffenberger's Independent Financial Experience 2001 - 2012
Job Andrew Reiffenberger is a Strategic Recruiting & Sales Manager
Industry Executive Office
Experience
Recruiting 2012 - Present
FFUSA 2013 - 2013
Fidelity 2012 - 2013
Independent Financial 2001 - 2012
Skills
Account Development, Business Development, Client Satisfaction, Consultative Sales, Growth Management, Leadership Mentoring, Process Design &..., Staff Engagement, Prospecting & Lead..., Sales Lead Qualification, Sales Closing, Performance Improvement, Strategic Partnerships, Market Growth, Staff training,..., Key Account Management, Executive Advisory &..., Contingency Planning, Brand Awareness, Best Practice..., Customer Retention, Group Training, Customer Relationship..., Branch Management, Business Ethics, Personal Finance, Banking, Customer Satisfaction, Sales, Marketing, Leadership, Employee Engagement, Selling, Coaching, Team Building, Finance, Time Management, Credit, Loans, CRM, Sales Operations, Successful Business..., Communication, Community Development, Customer Service, Call Center, Recruiting, Training, Strategy, Management
Education
The University of North Dakota 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Recruiting 2012 - Present
FFUSA 2013 - 2013
Fidelity 2012 - 2013
Independent Financial 2001 - 2012
Skills
Account Development, Business Development, Client Satisfaction, Consultative Sales, Growth Management, Leadership Mentoring, Process Design &..., Staff Engagement, Prospecting & Lead..., Sales Lead Qualification, Sales Closing, Performance Improvement, Strategic Partnerships, Market Growth, Staff training,..., Key Account Management, Executive Advisory &..., Contingency Planning, Brand Awareness, Best Practice..., Customer Retention, Group Training, Customer Relationship..., Branch Management, Business Ethics, Personal Finance, Banking, Customer Satisfaction, Sales, Marketing, Leadership, Employee Engagement, Selling, Coaching, Team Building, Finance, Time Management, Credit, Loans, CRM, Sales Operations, Successful Business..., Communication, Community Development, Customer Service, Call Center, Recruiting, Training, Strategy, Management
Education
The University of North Dakota 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Dennis DiMambro Dennis DiMambro's Independent Financial Experience 2006 - 2008
Job Director, Training at NFPA
Industry Financial Services
Experience
National Fire Protection Association VP Training & Advisor DevelopmentLPL Financial Institution ServicesJanuary 2006 - March 2014
Independent Financial 2006 - 2008
Putnam Investments 1998 - 2006
Clean Harbors 1993 - 1998
United States Air Force 1973 - 1993
Skills
Practice Management, Change Leadership, Virtual Teams, Training, Public Speaking, E-Learning, Staff Development, Performance Management, Change Management, Employee Training, Project Planning, Organizational..., Program Management, Leadership, Training Delivery, CRM, Instructional Design, Management, Technical Training, Vendor Management, Strategic Planning, Process Improvement, Coaching, Strategy, Learning Management, Instructor-led Training, Call Centers, Sales, Executive Management, Budgets, Marketing, Blended Learning, Needs Analysis, Competitive Analysis, Talent Management, Succession Planning, Consulting, Leadership Development, Organizational..., Employee Engagement, Onboarding, Presentation Design, Presentation Development
Education
Colorado State University 1987 — 1989
M.Ed. Human Resource Development, Vocational Education
University of Maryland University College 1980 — 1985
B.S. Business Management, Organizational Leadership & Management
National Fire Protection Association VP Training & Advisor DevelopmentLPL Financial Institution ServicesJanuary 2006 - March 2014
Independent Financial 2006 - 2008
Putnam Investments 1998 - 2006
Clean Harbors 1993 - 1998
United States Air Force 1973 - 1993
Skills
Practice Management, Change Leadership, Virtual Teams, Training, Public Speaking, E-Learning, Staff Development, Performance Management, Change Management, Employee Training, Project Planning, Organizational..., Program Management, Leadership, Training Delivery, CRM, Instructional Design, Management, Technical Training, Vendor Management, Strategic Planning, Process Improvement, Coaching, Strategy, Learning Management, Instructor-led Training, Call Centers, Sales, Executive Management, Budgets, Marketing, Blended Learning, Needs Analysis, Competitive Analysis, Talent Management, Succession Planning, Consulting, Leadership Development, Organizational..., Employee Engagement, Onboarding, Presentation Design, Presentation Development
Education
Colorado State University 1987 — 1989
M.Ed. Human Resource Development, Vocational Education
University of Maryland University College 1980 — 1985
B.S. Business Management, Organizational Leadership & Management
Guy Brazell Guy Brazell's Independent Financial Experience 1985 - 2004
Job CEO Brason Investment Group
Industry Financial Services
Experience
Brason Investment Group December 2008 - Present
Sorrento Pacific Cuso Financial February 2012 - October 2014
Countrywide Investment Services August 2005 - November 2008
Independent Financial 1985 - 2004
Skills
Series 7, Series 63, Banking, Fixed Annuities, Mutual Funds, Insurance, Securities, Asset Managment, Strategic Financial..., Financial Services, Asset Allocation, Wealth Management, Financial Analysis, Asset Management, Retirement Planning, Investments, Retirement, Investment Advisory, Portfolio Management, Financial Advisory, 401k, Investment Strategies, Alternative Investments, Life Insurance, FINRA, Wealth Management..., IRAs, Series 24, Wealth, ETFs, Series 65, Financial Planners, Financial Planning
Education
Colorado State University 1981 — 1984
Finance and Real Estate
Brason Investment Group December 2008 - Present
Sorrento Pacific Cuso Financial February 2012 - October 2014
Countrywide Investment Services August 2005 - November 2008
Independent Financial 1985 - 2004
Skills
Series 7, Series 63, Banking, Fixed Annuities, Mutual Funds, Insurance, Securities, Asset Managment, Strategic Financial..., Financial Services, Asset Allocation, Wealth Management, Financial Analysis, Asset Management, Retirement Planning, Investments, Retirement, Investment Advisory, Portfolio Management, Financial Advisory, 401k, Investment Strategies, Alternative Investments, Life Insurance, FINRA, Wealth Management..., IRAs, Series 24, Wealth, ETFs, Series 65, Financial Planners, Financial Planning
Education
Colorado State University 1981 — 1984
Finance and Real Estate
Joe Feraco, MBA Joe Feraco, MBA's Independent Financial Experience 2006 - 2008
Job Wholesaler at Citizens Investment Services
Industry Financial Services
Experience
Citizens Investment Services 2015 - Present
LPL Financial 2013 - 2015
LPL Financial 2006 - 2013
Independent Financial 2006 - 2008
Allmerica Financial 2001 - 2006
Allmerica Financial 1998 - 2001
Allmerica Financial 1997 - 1998
Safety Fund National Bank 1995 - 1997
Skills
MBA, FINRA, Series 6, Series 7, Series 26, Series 63, Series 65, Investment Advisory..., Brokerage, Mutual Funds, Annuity Sales, Life Insurance, Investments, Securities, Strategic Financial..., Notary Public, Financial Services, Fixed Annuities, Insurance, Portfolio Management, Finance, Financial Planning, Retirement, Wealth Management, Relationship Building, Sales
Education
Western New England University 1999 — 2000
Master of Business Administration (M.B.A.), Management and Finance
Università degli Studi di Salerno 1994 — 1995
Graduate Studies in International Business
Worcester State University 1987 — 1991
BS, Business Administration
Citizens Investment Services 2015 - Present
LPL Financial 2013 - 2015
LPL Financial 2006 - 2013
Independent Financial 2006 - 2008
Allmerica Financial 2001 - 2006
Allmerica Financial 1998 - 2001
Allmerica Financial 1997 - 1998
Safety Fund National Bank 1995 - 1997
Skills
MBA, FINRA, Series 6, Series 7, Series 26, Series 63, Series 65, Investment Advisory..., Brokerage, Mutual Funds, Annuity Sales, Life Insurance, Investments, Securities, Strategic Financial..., Notary Public, Financial Services, Fixed Annuities, Insurance, Portfolio Management, Finance, Financial Planning, Retirement, Wealth Management, Relationship Building, Sales
Education
Western New England University 1999 — 2000
Master of Business Administration (M.B.A.), Management and Finance
Università degli Studi di Salerno 1994 — 1995
Graduate Studies in International Business
Worcester State University 1987 — 1991
BS, Business Administration
Phyllis Casarella Phyllis Casarella's Independent Financial Experience April 1995 - December 1997
Job Licensing Compliance & Tax at General Re Life Corporation
Industry Insurance
Experience
General Re Life Corporation December 1997 - Present
Independent Financial April 1995 - December 1997
Skills
Property & Casualty..., Insurance, Liability, General Insurance, Underwriting, Claim, Reinsurance, D&O, Commercial Lines, Professional Liability, Employment Practices..., Excess, Health Insurance, Commercial Insurance, Workers Compensation, Life Insurance, Casualty, Litigation Management, Umbrella Insurance, Brokers, Claims Management, Insurance Law, Legal Liability
Education
Pace University-Pleasantville/Briarcliff Campus
Communications
General Re Life Corporation December 1997 - Present
Independent Financial April 1995 - December 1997
Skills
Property & Casualty..., Insurance, Liability, General Insurance, Underwriting, Claim, Reinsurance, D&O, Commercial Lines, Professional Liability, Employment Practices..., Excess, Health Insurance, Commercial Insurance, Workers Compensation, Life Insurance, Casualty, Litigation Management, Umbrella Insurance, Brokers, Claims Management, Insurance Law, Legal Liability
Education
Pace University-Pleasantville/Briarcliff Campus
Communications
Bruce Ripepi Bruce Ripepi's Independent Financial Experience 1989 - 2007
Job Ethics Officer at Citigroup Global Compliance
Industry Financial Services
Experience
Citigroup Global Compliance March 2010 - Present
Citi Personal Wealth Managment September 2009 - May 2010
Sun Life Financial November 2007 - December 2008
Independent Financial Marketing Group, Inc. July 1986 - November 2007
Independent Financial 1989 - 2007
IFMG 1988 - 2007
Education
Pace University School of Law 1977 — 1980
JD, Law
University of Rhode Island 1973 — 1977
BA, Political Science
Holy Cross High School
Citigroup Global Compliance March 2010 - Present
Citi Personal Wealth Managment September 2009 - May 2010
Sun Life Financial November 2007 - December 2008
Independent Financial Marketing Group, Inc. July 1986 - November 2007
Independent Financial 1989 - 2007
IFMG 1988 - 2007
Education
Pace University School of Law 1977 — 1980
JD, Law
University of Rhode Island 1973 — 1977
BA, Political Science
Holy Cross High School
Katy Meyer-McEwen Katy Meyer-McEwen's Independent Financial Experience 2003 - 2005
Job Project Manager, Loyalty Marketing & Operations at Staples
Industry Retail
Experience
Staples June 2013 - Present
Staples July 2008 - May 2013
Countrywide Bank February 2006 - July 2008
Sun Life Financial 2005 - 2006
Independent Financial 2003 - 2005
Skills
Needs Analysis, Leadership, Instructional Design, Management, Team Building, Training, Employee Training, Team Leadership, Retail, Employee Relations, Process Improvement, Customer Service, Marketing, Performance Management, Coaching
Education
Providence College 1998 — 2002
Bachelor's degree, Health Policy and Management
Staples June 2013 - Present
Staples July 2008 - May 2013
Countrywide Bank February 2006 - July 2008
Sun Life Financial 2005 - 2006
Independent Financial 2003 - 2005
Skills
Needs Analysis, Leadership, Instructional Design, Management, Team Building, Training, Employee Training, Team Leadership, Retail, Employee Relations, Process Improvement, Customer Service, Marketing, Performance Management, Coaching
Education
Providence College 1998 — 2002
Bachelor's degree, Health Policy and Management
William J Ramirez William J Ramirez's Independent Financial Experience 2007 - 2008
Job Systems Team at Murex, NA
Industry Information Technology and Services
Experience
Murex September 2011 - Present
TheMarkets.com (Capital IQ) July 2008 - Present
Independent Financial Marketing Group April 2007 - September 2011
The Markets.com July 2008 - April 2011
IFMG - Independent Financial Marketing Group April 2007 - June 2008
IFMG - Independent Financial Marketing Group April 2007 - June 2008
Independent Financial 2007 - 2008
NEC Corporation of America March 2005 - March 2007
NEC Corporation of America March 2005 - March 2007
Skills
Troubleshooting, Remote Desktop, Active Directory, Hardware, Blackberry, XP, Microsoft Exchange, VMware ESX, Operating Systems, Windows
Education
Chubb institute of Westbury 2001 — 2003
A.S degree, Network Engineering
Queensborough Community College 1992 — 1994
a.a.s, liberal arts
Chubb institute of Westbury
A.S degree, Network Engineering
Murex September 2011 - Present
TheMarkets.com (Capital IQ) July 2008 - Present
Independent Financial Marketing Group April 2007 - September 2011
The Markets.com July 2008 - April 2011
IFMG - Independent Financial Marketing Group April 2007 - June 2008
IFMG - Independent Financial Marketing Group April 2007 - June 2008
Independent Financial 2007 - 2008
NEC Corporation of America March 2005 - March 2007
NEC Corporation of America March 2005 - March 2007
Skills
Troubleshooting, Remote Desktop, Active Directory, Hardware, Blackberry, XP, Microsoft Exchange, VMware ESX, Operating Systems, Windows
Education
Chubb institute of Westbury 2001 — 2003
A.S degree, Network Engineering
Queensborough Community College 1992 — 1994
a.a.s, liberal arts
Chubb institute of Westbury
A.S degree, Network Engineering
Doug Voight, CFP®'s Independent Financial Experience 1993 - 1994
Job Financial Services Representative / NCC at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
Money Concepts October 2012 - May 2014
AXA-EQUITABLE 2006 - 2011
Genworth Financial 2006 - 2006
PRUDENTIAL ANNUITIES 2003 - 2006
INDIANAPOLIS LIFE January 1999 - January 2001
HUDSON TRADER INVESTMENT SERVICES January 1997 - January 1999
Independent Financial 1993 - 1994
Chase/GNA 1991 - 1992
Nathan and Lewis Securities 1984 - 1989
Skills
Wealth Management, Retirement Planning, Investments, Retirement, Mutual Funds, Strategy, Securities, Insurance, Series 63, Sales, Sales Process, Financial Services, Sales Management, Fixed Annuities, Financial Advisory, Life Insurance, Management, Finance, Marketing, Relationship Management, Sales Operations, Strategic Financial..., Portfolio Management, Asset Allocation, Wealth, Investment Strategies, Small Business, Asset Management, Equities, Alternative Investments, Risk Management, Financial Planners, Personal Finance, Variable Annuities, Investment Management, Fixed Income, Pensions, Bonds, Employee Benefits, 401k, Series 6, Options, Financial Risk, Series 7, Hedge Funds, Banking, Investment Advisory, Financial Markets, Funding, IRAs
Education
H.Frank Carey HS 1969 — 1973
Adelphi University
CFP, Certified Financial Planner Designation
Ashland University
BS, Education
TIAA-CREF August 2014 - Present
Money Concepts October 2012 - May 2014
AXA-EQUITABLE 2006 - 2011
Genworth Financial 2006 - 2006
PRUDENTIAL ANNUITIES 2003 - 2006
INDIANAPOLIS LIFE January 1999 - January 2001
HUDSON TRADER INVESTMENT SERVICES January 1997 - January 1999
Independent Financial 1993 - 1994
Chase/GNA 1991 - 1992
Nathan and Lewis Securities 1984 - 1989
Skills
Wealth Management, Retirement Planning, Investments, Retirement, Mutual Funds, Strategy, Securities, Insurance, Series 63, Sales, Sales Process, Financial Services, Sales Management, Fixed Annuities, Financial Advisory, Life Insurance, Management, Finance, Marketing, Relationship Management, Sales Operations, Strategic Financial..., Portfolio Management, Asset Allocation, Wealth, Investment Strategies, Small Business, Asset Management, Equities, Alternative Investments, Risk Management, Financial Planners, Personal Finance, Variable Annuities, Investment Management, Fixed Income, Pensions, Bonds, Employee Benefits, 401k, Series 6, Options, Financial Risk, Series 7, Hedge Funds, Banking, Investment Advisory, Financial Markets, Funding, IRAs
Education
H.Frank Carey HS 1969 — 1973
Adelphi University
CFP, Certified Financial Planner Designation
Ashland University
BS, Education
Dawn Powell's Independent Financial Experience 1997 - 2008
Job Investor Relations Coordinator at Xylem Inc.
Industry Environmental Services
Experience
Xylem Inc. January 2014 - Present
Xylem Inc. October 2011 - January 2014
ITT Corporation July 2008 - October 2011
Independent Financial 1997 - 2008
Skills
Outlook, PowerPoint, Project Management, Training, Vendor Management, Strategic Planning, Process Improvement, Microsoft Excel, Onboarding
Education
Dean College 1971 — 1973
Xylem Inc. January 2014 - Present
Xylem Inc. October 2011 - January 2014
ITT Corporation July 2008 - October 2011
Independent Financial 1997 - 2008
Skills
Outlook, PowerPoint, Project Management, Training, Vendor Management, Strategic Planning, Process Improvement, Microsoft Excel, Onboarding
Education
Dean College 1971 — 1973
Joseph Ploger's Independent Financial Experience 1998 - 2008
Job Relationship Manager at IFMG
Industry Financial Services
Experience
Vantis Life June 2008 - Present
IFMG November 1998 - May 2008
Independent Financial Marketing Group 1998 - 2008
Independent Financial 1998 - 2008
Education
Pace University-Pleasantville/Briarcliff Campus 1995 — 1998
Vantis Life June 2008 - Present
IFMG November 1998 - May 2008
Independent Financial Marketing Group 1998 - 2008
Independent Financial 1998 - 2008
Education
Pace University-Pleasantville/Briarcliff Campus 1995 — 1998
Greg Gammer's Independent Financial Experience February 2006 - May 2008
Job Senior Business Analyst Consultant at INVeSHARE, Inc.
Industry Information Technology and Services
Experience
INVeSHARE, Inc. March 2014 - Present
ForwardThink Group September 2013 - January 2014
Park Avenue Securities October 2012 - July 2013
JPMorgan Chase December 2008 - March 2012
Barclays Bank July 2008 - September 2008
Independent Financial February 2006 - May 2008
Smith Barney February 2004 - April 2006
TIAA-CREF April 1999 - September 2003
Morgan Stanley Smith Barney March 1993 - April 1999
PepsiCo April 1989 - December 1992
Skills
Process Improvement, Leadership, Equities, Mutual Funds, Vendor Management, Project Management, Budgets, Risk Management, Business Analysis, SDLC, Asset Managment, Strategic Planning, Visio, PMP, Business Process..., Quality Assurance, Management, Integration, Databases, Business Requirements, Analysis, Business Process, Software Documentation, Software Development, Program Management, Finance, Securities, Asset Management
Education
Cardinal Spellman
Cardinal Spellman
Fordham University
Bachelor of Science (BS), Computer Science and Quantitative Methods
INVeSHARE, Inc. March 2014 - Present
ForwardThink Group September 2013 - January 2014
Park Avenue Securities October 2012 - July 2013
JPMorgan Chase December 2008 - March 2012
Barclays Bank July 2008 - September 2008
Independent Financial February 2006 - May 2008
Smith Barney February 2004 - April 2006
TIAA-CREF April 1999 - September 2003
Morgan Stanley Smith Barney March 1993 - April 1999
PepsiCo April 1989 - December 1992
Skills
Process Improvement, Leadership, Equities, Mutual Funds, Vendor Management, Project Management, Budgets, Risk Management, Business Analysis, SDLC, Asset Managment, Strategic Planning, Visio, PMP, Business Process..., Quality Assurance, Management, Integration, Databases, Business Requirements, Analysis, Business Process, Software Documentation, Software Development, Program Management, Finance, Securities, Asset Management
Education
Cardinal Spellman
Cardinal Spellman
Fordham University
Bachelor of Science (BS), Computer Science and Quantitative Methods
Keri Sershen's Independent Financial Experience 2001 - 2008
Job Accounts Payable Temp at Consumer Reports
Industry Financial Services
Experience
Consumer Reports June 2013 - August 2013
Hitachi America, Ltd 2013 - 2013
Danone 2009 - 2012
Independent Financial Marketing Group August 2000 - August 2008
IFMG 2001 - 2008
independent financial 2001 - 2008
IFMG Securities, Inc. 2000 - 2008
Skills
Securities, Series 7, Mutual Funds, Financial Services, Insurance, Financial Analysis, Fixed Annuities
Education
Pace University - Lubin School of Business 1995 — 2000
BBA, Business Management
Consumer Reports June 2013 - August 2013
Hitachi America, Ltd 2013 - 2013
Danone 2009 - 2012
Independent Financial Marketing Group August 2000 - August 2008
IFMG 2001 - 2008
independent financial 2001 - 2008
IFMG Securities, Inc. 2000 - 2008
Skills
Securities, Series 7, Mutual Funds, Financial Services, Insurance, Financial Analysis, Fixed Annuities
Education
Pace University - Lubin School of Business 1995 — 2000
BBA, Business Management
Catherine Kahrs's Independent Financial Experience 1997 - 2008
Job New York Life
Industry Financial Services
Experience
New York Life August 2008 - Present
Sun Life Financial 1997 - 2008
Independent Financial 1997 - 2008
The Chase Manhattan Bank August 1995 - February 1997
Formaly Canada Life July 1992 - August 1995
Skills
Fixed Annuities, Series 63, Insurance, Series 24, Mutual Funds, Life Insurance, Financial Services, FINRA, 401k, Investment Advisory, Management, Retirement, Retirement Planning, Series 6
Education
Manhattan College 1986 — 1990
B.S., Finance
New York Life August 2008 - Present
Sun Life Financial 1997 - 2008
Independent Financial 1997 - 2008
The Chase Manhattan Bank August 1995 - February 1997
Formaly Canada Life July 1992 - August 1995
Skills
Fixed Annuities, Series 63, Insurance, Series 24, Mutual Funds, Life Insurance, Financial Services, FINRA, 401k, Investment Advisory, Management, Retirement, Retirement Planning, Series 6
Education
Manhattan College 1986 — 1990
B.S., Finance
Siva Yarram's Independent Financial Experience June 2001 - December 2008
Job Software Consultant at Geobyte systems
Industry Financial Services
Experience
Geobyte systems April 2009 - Present
Independent Financial June 2001 - December 2008
Plural December 1999 - June 2001
Satyam Computer Services 1996 - 1998
Skills
Microsoft SQL Server, SDLC, Agile Methodologies, Oracle, .NET, Integration, Software Project..., Software Development, Databases, Requirements Analysis, Data Warehousing, Architecture, Business Intelligence, Database Design, Web Services, SSRS, SOA, VB.NET, T-SQL
Education
Jawaharlal Nehru Technological University 1994 — 1996
Master Of Science, Computer Science
A.P.Residential Jr.College, N'Sagar
Geobyte systems April 2009 - Present
Independent Financial June 2001 - December 2008
Plural December 1999 - June 2001
Satyam Computer Services 1996 - 1998
Skills
Microsoft SQL Server, SDLC, Agile Methodologies, Oracle, .NET, Integration, Software Project..., Software Development, Databases, Requirements Analysis, Data Warehousing, Architecture, Business Intelligence, Database Design, Web Services, SSRS, SOA, VB.NET, T-SQL
Education
Jawaharlal Nehru Technological University 1994 — 1996
Master Of Science, Computer Science
A.P.Residential Jr.College, N'Sagar
Evan Spevak's Independent Financial Experience 2005 - 2008
Job Supervising Anaylst at FINRA
Industry Financial Services
Experience
FINRA May 2008 - Present
Financial Industry Regulatory Authority May 2008 - Present
Sun Life/Independent Financial Marketing Group, Inc April 2005 - May 2008
IFMG 2005 - 2008
Independent Financial 2005 - 2008
Quick &" Reilly August 2000 - April 2005
Banc of America Investment Services, Inc August 2000 - April 2005
Banc of America Investments 2004 - 2005
Joseph Stevens & Company, Inc January 2000 - June 2000
Skills
Securities, Investments, Asset Managment, Due Diligence, Sales, Microsoft Office, Finance, Customer Service, Workshop Facilitation, Marketing, Quality Control, Policy Analysis, Advertising, Bookkeeping, Assets Recovery, Small Office, Lotus Smartsuite, Mutual Funds, Credit, Insurance
Education
University of Miami 1989 — 1990
M.B.A, Finance
University of Miami - School of Business 1989 — 1990
MBA, Finance
Management University of Miami 1979 — 1983
Master of Business Administration (MBA), Finance, General
University of Miami - School of Business 1979 — 1983
BBA, Management
FINRA May 2008 - Present
Financial Industry Regulatory Authority May 2008 - Present
Sun Life/Independent Financial Marketing Group, Inc April 2005 - May 2008
IFMG 2005 - 2008
Independent Financial 2005 - 2008
Quick &" Reilly August 2000 - April 2005
Banc of America Investment Services, Inc August 2000 - April 2005
Banc of America Investments 2004 - 2005
Joseph Stevens & Company, Inc January 2000 - June 2000
Skills
Securities, Investments, Asset Managment, Due Diligence, Sales, Microsoft Office, Finance, Customer Service, Workshop Facilitation, Marketing, Quality Control, Policy Analysis, Advertising, Bookkeeping, Assets Recovery, Small Office, Lotus Smartsuite, Mutual Funds, Credit, Insurance
Education
University of Miami 1989 — 1990
M.B.A, Finance
University of Miami - School of Business 1989 — 1990
MBA, Finance
Management University of Miami 1979 — 1983
Master of Business Administration (MBA), Finance, General
University of Miami - School of Business 1979 — 1983
BBA, Management
Mary Ramaraju's Independent Financial Experience May 2005 - Present
Job Assistant Trainer
Industry E-Learning
Experience
Independent Financial May 2005 - Present
EF Education January 2004 - April 2005
American Red Cross 2003 - 2004
American Express 2000 - 2003
Skills
Change Management, Coaching, Customer Service, E-Learning, Employee Relations, Instructional Design, Organizational..., Team Building, Public Speaking
Education
University of Minnesota-Twin Cities 1995 — 2000
University of Minnesota Duluth 1995 — 1998
Independent Financial May 2005 - Present
EF Education January 2004 - April 2005
American Red Cross 2003 - 2004
American Express 2000 - 2003
Skills
Change Management, Coaching, Customer Service, E-Learning, Employee Relations, Instructional Design, Organizational..., Team Building, Public Speaking
Education
University of Minnesota-Twin Cities 1995 — 2000
University of Minnesota Duluth 1995 — 1998
Vincent Viviani's Independent Financial Experience 2005 - 2008
Job Owner at Valley Hardscapes
Industry Financial Services
Experience
Valley Hardscapes May 2010 - Present
Independent Financial 2005 - 2008
Independent Financial 2005 - 2008
Education
Mercy College 1992 — 1993
Valley Hardscapes May 2010 - Present
Independent Financial 2005 - 2008
Independent Financial 2005 - 2008
Education
Mercy College 1992 — 1993
Lori Uhle's Independent Financial Experience 2005 - 2008
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Independent Financial 2005 - 2008
Skills
Insurance, Marketing Communications, Financial Services
Education
Bucknell University 1973 — 1977
BS, Elementary Educ. and French
Independent Financial 2005 - 2008
Skills
Insurance, Marketing Communications, Financial Services
Education
Bucknell University 1973 — 1977
BS, Elementary Educ. and French
Marian Mason's Independent Financial Experience 1995 - 2005
Job Broker Associate at Home Real Estate
Industry Venture Capital & Private Equity
Experience
Mantucket Capital January 2008 - Present
Home Real Estate January 2004 - Present
Independent Financial 1995 - 2005
Education
Northeastern University
Mantucket Capital January 2008 - Present
Home Real Estate January 2004 - Present
Independent Financial 1995 - 2005
Education
Northeastern University
Sandy Kaur's Independent Financial Experience July 1994 - December 1995
Job PM/BA at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2008 - Present
Lehman Brothers 2007 - 2008
Credit Suisse May 2004 - June 2007
British Petroleum November 2002 - May 2004
IBM February 2000 - November 2001
Keane March 1998 - July 2000
Interim Consulting March 1998 - March 1999
Hyperion Software December 1995 - April 1997
Independent Financial July 1994 - December 1995
Alliance Capital Management September 1990 - July 1994
Education
Queens College 1985 — 1988
BA, Accounting/Economics
Pace University
MS, Computer Science
Credit Suisse August 2008 - Present
Lehman Brothers 2007 - 2008
Credit Suisse May 2004 - June 2007
British Petroleum November 2002 - May 2004
IBM February 2000 - November 2001
Keane March 1998 - July 2000
Interim Consulting March 1998 - March 1999
Hyperion Software December 1995 - April 1997
Independent Financial July 1994 - December 1995
Alliance Capital Management September 1990 - July 1994
Education
Queens College 1985 — 1988
BA, Accounting/Economics
Pace University
MS, Computer Science
Catherine Shipley-Burns's Independent Financial Experience 2006 - 2008
Job CCO Signature Securities Group
Industry Financial Services
Experience
Signature Securities Group February 2009 - Present
Independent Financial 2006 - 2008
Signature Securities Group July 2000 - December 2004
Republic Financial Services May 1994 - July 2000
Shearson Lehman Smith Barney October 1986 - February 1994
Education
Marist College 1980 — 1984
B.S.Business, Finance
Signature Securities Group February 2009 - Present
Independent Financial 2006 - 2008
Signature Securities Group July 2000 - December 2004
Republic Financial Services May 1994 - July 2000
Shearson Lehman Smith Barney October 1986 - February 1994
Education
Marist College 1980 — 1984
B.S.Business, Finance
Stephen Pen's Independent Financial Experience 2006 - 2008
Job Head Hunter at Self Employed
Industry Financial Services
Experience
Self -Employed January 2015 - Present
PFS 2008 - December 2014
Independent Financial 2006 - 2008
Brook Street 2005 - 2006
RB Works 2002 - 2003
ClientSoft 2000 - 2001
American General 1999 - 2000
Skills
Strategic Financial..., Wealth Management, Retirement Planning
Education
SUNY New Paltz 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Computer Science
Self -Employed January 2015 - Present
PFS 2008 - December 2014
Independent Financial 2006 - 2008
Brook Street 2005 - 2006
RB Works 2002 - 2003
ClientSoft 2000 - 2001
American General 1999 - 2000
Skills
Strategic Financial..., Wealth Management, Retirement Planning
Education
SUNY New Paltz 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Computer Science
Birgit Schlueter's Independent Financial Experience January 2006 - March 2007
Job Operations Coordinator at Konstrukt
Industry Financial Services
Experience
Konstrukt March 2007 - Present
Independent Financial January 2006 - March 2007
Wachovia Securities Financial Network August 2002 - December 2005
Skills
Data Entry, Customer Service, Outlook, Microsoft Excel, Process Improvement, PowerPoint, Microsoft Office, Time Management, Management
Education
University of Phoenix 2008 — 2012
Bachelors, Business/Marketing
University of Phoenix 2008 — 2012
Bachelors Degree, Business Administrations with Marketing Concepts
Konstrukt March 2007 - Present
Independent Financial January 2006 - March 2007
Wachovia Securities Financial Network August 2002 - December 2005
Skills
Data Entry, Customer Service, Outlook, Microsoft Excel, Process Improvement, PowerPoint, Microsoft Office, Time Management, Management
Education
University of Phoenix 2008 — 2012
Bachelors, Business/Marketing
University of Phoenix 2008 — 2012
Bachelors Degree, Business Administrations with Marketing Concepts
ToniAnn Reilling's Independent Financial Experience September 1999 - October 2002
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2006 - Present
Century 21 Mulvey December 2002 - March 2006
Independent Financial September 1999 - October 2002
Skills
Investments, Mutual Funds, Securities, Financial Analysis, Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Series 7, Series 63, Insurance, Financial Modeling, Fixed Annuities
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1995
Bachelor of Science (B.S.), Mathematics
Westchester Community College 1989 — 1991
Associate's degree, Accounting
New York Life Insurance Company March 2006 - Present
Century 21 Mulvey December 2002 - March 2006
Independent Financial September 1999 - October 2002
Skills
Investments, Mutual Funds, Securities, Financial Analysis, Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Series 7, Series 63, Insurance, Financial Modeling, Fixed Annuities
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1995
Bachelor of Science (B.S.), Mathematics
Westchester Community College 1989 — 1991
Associate's degree, Accounting