Independent Financial Advisor
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Independent Financial Advisor Employees
Employee
Years
Job
Industry
Gary Fegley Gary Fegley's Independent Financial Advisor Experience May 2003 - Present
Job CLU, ChFC, CFP : Independent: Financial Advisor
Industry Financial Services
Experience
Independent: Financial Advisor May 2003 - Present
ING U.S. 2007 - 2009
NFP Investment Advisors 2001 - 2003
NFP Securities Inc. 1996 - 2001
Partners Financial/NFP 1991 - 2001
Skills
Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Estate Planning
Education
University of Nebraska-Lincoln
Bachelor of Business Administration (B.B.A.), Economics, Insurance
Independent: Financial Advisor May 2003 - Present
ING U.S. 2007 - 2009
NFP Investment Advisors 2001 - 2003
NFP Securities Inc. 1996 - 2001
Partners Financial/NFP 1991 - 2001
Skills
Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Estate Planning
Education
University of Nebraska-Lincoln
Bachelor of Business Administration (B.B.A.), Economics, Insurance
Jeff A. Scott Jeff A. Scott's Independent Financial Advisor Experience December 2010 - Present
Job Self Employed Independent Financial Advisor
Industry Financial Services
Experience
UPS May 2013 - Present
Independent Financial Advisor December 2010 - Present
American Century Investments March 2010 - December 2010
American Century Investments March 2004 - February 2010
American Century Investments August 2001 - February 2004
American Century Investments March 1998 - July 2001
American Century Investments August 1996 - February 1998
Self Employed Cattle Ranching 1990 - August 1996
Self Employed Commercial Fisherman June 1979 - August 1996
US Army 1987 - 1993
Skills
Equities, Mutual Funds, Investments, Portfolio Management, Asset Management, Wealth Management, Investment Strategies, Investment Advisory, Equity Research, Strategic Financial..., Trading, Fixed Income
Education
US Army Flight School 1987 — 1990
Pilot/Gunner in AH-IS Fully Modernized Cobra Helicopter
Colorado State University 1983 — 1987
Bachelor of Science, Finance
UPS May 2013 - Present
Independent Financial Advisor December 2010 - Present
American Century Investments March 2010 - December 2010
American Century Investments March 2004 - February 2010
American Century Investments August 2001 - February 2004
American Century Investments March 1998 - July 2001
American Century Investments August 1996 - February 1998
Self Employed Cattle Ranching 1990 - August 1996
Self Employed Commercial Fisherman June 1979 - August 1996
US Army 1987 - 1993
Skills
Equities, Mutual Funds, Investments, Portfolio Management, Asset Management, Wealth Management, Investment Strategies, Investment Advisory, Equity Research, Strategic Financial..., Trading, Fixed Income
Education
US Army Flight School 1987 — 1990
Pilot/Gunner in AH-IS Fully Modernized Cobra Helicopter
Colorado State University 1983 — 1987
Bachelor of Science, Finance
Jon Dolson Jon Dolson's Independent Financial Advisor Experience October 2003 - February 2013
Job Sheboygan County Clerk
Industry Investment Management
Experience
Sheboygan County January 2013 - Present
Zihua Sport Fishing Co. October 2005 - Present
Independent Financial Advisor October 2003 - February 2013
M & I Bank January 2007 - January 2009
Johnson Bank October 2005 - February 2007
Sheboygan Bratwurst Co. March 1999 - December 2003
MetLife Financial Services October 2000 - October 2003
Stubenrauch Architects June 1995 - October 2000
JD's Boathouse Nightclub March 1991 - November 1998
U.P. Engineers & Architects, Inc. September 1987 - March 1993
Skills
Wealth Management, Estate Planning, Mutual Funds, Small Business, Banking, Investment Management, Retirement Planning, Customer Service, Insurance, Team Building, Leadership, Securities, 401k, Consumer Lending, Due Diligence, Public Speaking
Education
Central Michigan University
Mason Co. Central H.S., Scottville, MI
Sheboygan County January 2013 - Present
Zihua Sport Fishing Co. October 2005 - Present
Independent Financial Advisor October 2003 - February 2013
M & I Bank January 2007 - January 2009
Johnson Bank October 2005 - February 2007
Sheboygan Bratwurst Co. March 1999 - December 2003
MetLife Financial Services October 2000 - October 2003
Stubenrauch Architects June 1995 - October 2000
JD's Boathouse Nightclub March 1991 - November 1998
U.P. Engineers & Architects, Inc. September 1987 - March 1993
Skills
Wealth Management, Estate Planning, Mutual Funds, Small Business, Banking, Investment Management, Retirement Planning, Customer Service, Insurance, Team Building, Leadership, Securities, 401k, Consumer Lending, Due Diligence, Public Speaking
Education
Central Michigan University
Mason Co. Central H.S., Scottville, MI
Rob Wheelock Rob Wheelock's Independent Financial Advisor Experience January 2004 - Present
Job Independent Financial Advisor
Industry Financial Services
Experience
Bluenergy Solarwind 2011 - Present
Independent Financial Advisor January 2004 - Present
Arthur Andersen & Co. 1969 - 1972
W&L University 1959 - 1963
Shattuck School 1955 - 1959
Shattuck School 1955 - 1959
Skills
Corporate Finance, Private Equity, Investments, Financial Modeling, Capital Markets, Portfolio Management, Venture Capital, Equities, Valuation, Banking, Alternative Investments, Strategic Planning, Mortgage Lending, Hedge Funds, Mergers & Acquisitions, Investment Banking, Asset Management, Financial Analysis, Due Diligence, Securities, Financial Structuring, Finance, Corporate Development, Emerging Markets, Restructuring, Strategic Financial..., Executive Management, IPO, Project Finance, M&A experience, LBO, Investor Relations, Business Valuation, Financial Services, Corporate Governance, Strategy, Private Placements, Risk Management, Acquisitions, Funding, Divestitures, Joint Ventures, Entrepreneurship, Start-ups, Credit, Business Planning
Education
Emory University 1967 — 1968
MBA, Finance
Washington and Lee University 1959 — 1963
BA Economics
Shattuck School
Bluenergy Solarwind 2011 - Present
Independent Financial Advisor January 2004 - Present
Arthur Andersen & Co. 1969 - 1972
W&L University 1959 - 1963
Shattuck School 1955 - 1959
Shattuck School 1955 - 1959
Skills
Corporate Finance, Private Equity, Investments, Financial Modeling, Capital Markets, Portfolio Management, Venture Capital, Equities, Valuation, Banking, Alternative Investments, Strategic Planning, Mortgage Lending, Hedge Funds, Mergers & Acquisitions, Investment Banking, Asset Management, Financial Analysis, Due Diligence, Securities, Financial Structuring, Finance, Corporate Development, Emerging Markets, Restructuring, Strategic Financial..., Executive Management, IPO, Project Finance, M&A experience, LBO, Investor Relations, Business Valuation, Financial Services, Corporate Governance, Strategy, Private Placements, Risk Management, Acquisitions, Funding, Divestitures, Joint Ventures, Entrepreneurship, Start-ups, Credit, Business Planning
Education
Emory University 1967 — 1968
MBA, Finance
Washington and Lee University 1959 — 1963
BA Economics
Shattuck School
Mike Stockman Mike Stockman's Independent Financial Advisor Experience March 2013 - Present
Job Independent Financial Advisor
Industry Financial Services
Experience
Independent Financial Advisor March 2013 - Present
Sovereign Investment Group February 2009 - February 2013
AIG Retirement November 1999 - February 2009
VALIC Retirement 1999 - 2009
Skills
Financial Planning, Retirement Planning, Education Planning, Investment Planning, Mutual Funds, Fixed Annuities, Retirement, Series 63, Asset Allocation, Insurance, Life Insurance, Finance, Series 6, Investment Management, Variable Annuities, Long Term Care Insurance, Wealth Management, Estate Planning
Education
Texas State University-San Marcos 1985 — 1990
BS, Criminal Justice
Independent Financial Advisor March 2013 - Present
Sovereign Investment Group February 2009 - February 2013
AIG Retirement November 1999 - February 2009
VALIC Retirement 1999 - 2009
Skills
Financial Planning, Retirement Planning, Education Planning, Investment Planning, Mutual Funds, Fixed Annuities, Retirement, Series 63, Asset Allocation, Insurance, Life Insurance, Finance, Series 6, Investment Management, Variable Annuities, Long Term Care Insurance, Wealth Management, Estate Planning
Education
Texas State University-San Marcos 1985 — 1990
BS, Criminal Justice
Frank Hennessey, ChFC's Independent Financial Advisor Experience 1988 - 1993
Job Tax reduction strategies & wealth management for business owners and executives.
Industry Financial Services
Experience
Premier Planning Group, Inc. January 1993 - Present
Plan of PA 2004 - Present
Ameritas Investment Corp. January 1993 - Present
Independent Financial Advisor 1988 - 1993
Skills
Estate Planning, Tax, Business Strategy, Start-up Ventures, Retirement Planning, Private Companies, Funding, Executive Pay, Marketing Strategy, Investments
Education
Ursinus College
Bachelor of Arts, Economics / Business Administration
The American College
ChFC, Chartered Financial Consultant
Cardinal O'Hara High School
Graduate
Premier Planning Group, Inc. January 1993 - Present
Plan of PA 2004 - Present
Ameritas Investment Corp. January 1993 - Present
Independent Financial Advisor 1988 - 1993
Skills
Estate Planning, Tax, Business Strategy, Start-up Ventures, Retirement Planning, Private Companies, Funding, Executive Pay, Marketing Strategy, Investments
Education
Ursinus College
Bachelor of Arts, Economics / Business Administration
The American College
ChFC, Chartered Financial Consultant
Cardinal O'Hara High School
Graduate
Doil Storie Doil Storie's Independent Financial Advisor Experience April 2001 - April 2003
Job President / Broker at Storie Insurance Agency 3038416458
Industry Insurance
Experience
Storie Insurance Agency 303-841-6458 December 2013 - Present
Storie Insurance Agency 303-841-6458 April 2003 - December 2013
Independent Financial Advisor April 2001 - April 2003
DKS Group, Inc. June 1998 - April 2001
Kraft Foods, Inc. April 1979 - June 1995
Skills
Insurance, Commercial Insurance, Homeowners, Umbrella Insurance, Life Insurance, Small Business, Sales, Term Life Insurance, Long-term Care, Retirement, Property & Casualty..., Legal Liability, Renters, Whole Life, Insurance Brokerage, Motorcycle, Disability Insurance, Workers Compensation, Bonds, Brokers, General Insurance, Liability, Casualty, Professional Liability, Commercial Lines, Agents, Key Person Insurance, Universal Life, Marine Insurance, Accident, Buy-sell Agreements, New Business Development, RV, D&O, Property, Flood Insurance, Surety Bonds, Licensed Property &..., General Liability, Umbrella, Auto Insurance, Home Insurance, Business Insurance, Key Man Insurance, Buy Sell Agreements, Casualty Insurance
Education
University of Phoenix-Colorado Campus 1998 — 1999
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
University of Phoenix 1993 — 1995
B.A., Management, Marketing
Storie Insurance Agency 303-841-6458 December 2013 - Present
Storie Insurance Agency 303-841-6458 April 2003 - December 2013
Independent Financial Advisor April 2001 - April 2003
DKS Group, Inc. June 1998 - April 2001
Kraft Foods, Inc. April 1979 - June 1995
Skills
Insurance, Commercial Insurance, Homeowners, Umbrella Insurance, Life Insurance, Small Business, Sales, Term Life Insurance, Long-term Care, Retirement, Property & Casualty..., Legal Liability, Renters, Whole Life, Insurance Brokerage, Motorcycle, Disability Insurance, Workers Compensation, Bonds, Brokers, General Insurance, Liability, Casualty, Professional Liability, Commercial Lines, Agents, Key Person Insurance, Universal Life, Marine Insurance, Accident, Buy-sell Agreements, New Business Development, RV, D&O, Property, Flood Insurance, Surety Bonds, Licensed Property &..., General Liability, Umbrella, Auto Insurance, Home Insurance, Business Insurance, Key Man Insurance, Buy Sell Agreements, Casualty Insurance
Education
University of Phoenix-Colorado Campus 1998 — 1999
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
University of Phoenix 1993 — 1995
B.A., Management, Marketing
Tom Honzik Tom Honzik's Independent Financial Advisor Experience January 1990 - Present
Job Accountant at Independent Financial Advisor
Industry Accounting
Experience
Independent Financial Advisor January 1990 - Present
U.S. Army March 1976 - January 2001
U. S. Air Force September 1970 - February 1974
Southeast Asian Airlines May 1972 - August 1972
Skills
Airline Transport Pilot, Weapons, Operational Planning, Piloting, Defense, Accounting, Government Contracting, Command, Government, Military Experience, Army
Education
Chicago State University 1978 — 1981
Masters of Arts, Urban Studies
Fenger High School 1966 — 1970
Business
Holy Rosary Slovak School - Chicago 1958 — 1966
General, Passed
Independent Financial Advisor January 1990 - Present
U.S. Army March 1976 - January 2001
U. S. Air Force September 1970 - February 1974
Southeast Asian Airlines May 1972 - August 1972
Skills
Airline Transport Pilot, Weapons, Operational Planning, Piloting, Defense, Accounting, Government Contracting, Command, Government, Military Experience, Army
Education
Chicago State University 1978 — 1981
Masters of Arts, Urban Studies
Fenger High School 1966 — 1970
Business
Holy Rosary Slovak School - Chicago 1958 — 1966
General, Passed
Andrew DeJong's Independent Financial Advisor Experience September 2013 - Present
Job Independent Financial Advisor and Life/Health Insurance broker
Industry Financial Services
Experience
Independent Financial Advisor September 2013 - Present
Ameriprise Financial Services, Inc. May 2012 - October 2012
Wells Fargo November 2010 - May 2012
Enterprise Rent-A-Car July 2006 - May 2010
Kerry Ingredients June 2004 - March 2005
Northwestern Mutual October 2003 - May 2004
Education
Southern Illinois University, Carbondale 2000 — 2003
Bachelor of Science (B.S.), Financial Management, 3.21 Cummulative GPA 3.42 Finance GPA
Kishwaukee College 1998 — 2000
Associate of Science (A.S.), General Studies
Independent Financial Advisor September 2013 - Present
Ameriprise Financial Services, Inc. May 2012 - October 2012
Wells Fargo November 2010 - May 2012
Enterprise Rent-A-Car July 2006 - May 2010
Kerry Ingredients June 2004 - March 2005
Northwestern Mutual October 2003 - May 2004
Education
Southern Illinois University, Carbondale 2000 — 2003
Bachelor of Science (B.S.), Financial Management, 3.21 Cummulative GPA 3.42 Finance GPA
Kishwaukee College 1998 — 2000
Associate of Science (A.S.), General Studies
Jack Winebrenner, MBA/CMA/CFM Jack Winebrenner, MBA/CMA/CFM's Independent Financial Advisor Experience June 2014 - Present
Job Financial Executive (Director/VP) currently seeking new permanent opportunity
Industry Medical Devices
Experience
Independent Financial Advisor June 2014 - Present
Teleflex July 2012 - February 2014
MedImmune, LLC March 2009 - June 2012
AstraZeneca Pharmaceuticals September 2005 - March 2009
AstraZeneca Pharmaceuticals August 2002 - September 2005
AstraZeneca Pharmaceuticals September 2001 - August 2002
Zeneca Agrochemicals July 1996 - September 2001
Illinois Tool Works January 1993 - June 1996
Skills
Financial Analysis, Management Reporting, Hyperion, Financial Modeling, SAP, Microsoft Office, Cost Accounting, Budgeting and Planning, Process Improvement, Accounting, Auditing, Hyperion Enterprise, Forecasting, Sarbanes-Oxley Act, Management, Budgets, Cross-functional Team..., Six Sigma, Financial Reporting, Business Planning, Variance Analysis, Analysis, Finance, Strategy, Leadership, Strategic Financial..., ERP, Supply Chain, Strategic Planning, Project Planning, Pharmaceutical Industry, Corporate Finance, SAP ERP, Business Process...
Education
Temple University - Fox School of Business and Management 1991 — 1994
MBA, Accounting
Juniata College 1984 — 1988
BS, Operations Mgt and Accounting
Hanover High School 1980 — 1984
Independent Financial Advisor June 2014 - Present
Teleflex July 2012 - February 2014
MedImmune, LLC March 2009 - June 2012
AstraZeneca Pharmaceuticals September 2005 - March 2009
AstraZeneca Pharmaceuticals August 2002 - September 2005
AstraZeneca Pharmaceuticals September 2001 - August 2002
Zeneca Agrochemicals July 1996 - September 2001
Illinois Tool Works January 1993 - June 1996
Skills
Financial Analysis, Management Reporting, Hyperion, Financial Modeling, SAP, Microsoft Office, Cost Accounting, Budgeting and Planning, Process Improvement, Accounting, Auditing, Hyperion Enterprise, Forecasting, Sarbanes-Oxley Act, Management, Budgets, Cross-functional Team..., Six Sigma, Financial Reporting, Business Planning, Variance Analysis, Analysis, Finance, Strategy, Leadership, Strategic Financial..., ERP, Supply Chain, Strategic Planning, Project Planning, Pharmaceutical Industry, Corporate Finance, SAP ERP, Business Process...
Education
Temple University - Fox School of Business and Management 1991 — 1994
MBA, Accounting
Juniata College 1984 — 1988
BS, Operations Mgt and Accounting
Hanover High School 1980 — 1984
Eric Roberge CFP®'s Independent Financial Advisor Experience January 2008 - December 2012
Job Wealth Coach | Planning Guide | Accountability Partner
Industry Financial Services
Experience
Beyond Your Hammock August 2013 - Present
Babson College Alumni Association September 2012 - Present
St. John's Preparatory School Alumni Association August 2009 - Present
Breakwater Asset Management, LLC January 2013 - August 2013
Independent Financial Advisor January 2008 - December 2012
Babson College Financial Services Career Affinity Group September 2008 - September 2012
Heartland Institute of Financial Education September 2009 - January 2012
JPMorgan Chase 2004 - 2007
State Street Corporation July 2002 - October 2004
Skills
Retirement Planning, Financial Planning, Risk Management, Asset Management, Wealth, Leadership, Estate Planning, Finance, Strategic Financial..., Strategic Planning, Financial Services, Mutual Funds, Tax, Investments, Asset Managment, Financial Analysis, Investment Management, Management, Employee Benefits, Investment Advisory, Retirement, Budgets
Education
Babson College 1998 — 2002
Bachelor of Science, Finance, Accounting, Economics
St. John's Prep 1995 — 1998
Beyond Your Hammock August 2013 - Present
Babson College Alumni Association September 2012 - Present
St. John's Preparatory School Alumni Association August 2009 - Present
Breakwater Asset Management, LLC January 2013 - August 2013
Independent Financial Advisor January 2008 - December 2012
Babson College Financial Services Career Affinity Group September 2008 - September 2012
Heartland Institute of Financial Education September 2009 - January 2012
JPMorgan Chase 2004 - 2007
State Street Corporation July 2002 - October 2004
Skills
Retirement Planning, Financial Planning, Risk Management, Asset Management, Wealth, Leadership, Estate Planning, Finance, Strategic Financial..., Strategic Planning, Financial Services, Mutual Funds, Tax, Investments, Asset Managment, Financial Analysis, Investment Management, Management, Employee Benefits, Investment Advisory, Retirement, Budgets
Education
Babson College 1998 — 2002
Bachelor of Science, Finance, Accounting, Economics
St. John's Prep 1995 — 1998
Robin Fuchs Robin Fuchs's Independent Financial Advisor Experience March 1996 - Present
Job Founder: Beer Tours USA.com
Industry Leisure, Travel & Tourism
Experience
Beer Tours USA July 2010 - Present
Independent Financial Advisor March 1996 - Present
UPS September 1981 - February 1998
Skills
Customer Service, Beer, Strategic Planning, Craft Beer, Social Media, Sales, Microsoft Office, Marketing, Management, Event Management, Marketing Strategy, Online Marketing, Social Networking, Social Media Marketing, Sales Management, New Business Development, Event Planning, Account Management, Marketing Communications, Small Business, Advertising, Public Relations, Team Building, Online Advertising, B2B, Email Marketing, Entrepreneurship, Trade Shows, Retail, Budgets, Contract Negotiation
Education
University of Illinois Springfield
BA, Management
Beer Tours USA July 2010 - Present
Independent Financial Advisor March 1996 - Present
UPS September 1981 - February 1998
Skills
Customer Service, Beer, Strategic Planning, Craft Beer, Social Media, Sales, Microsoft Office, Marketing, Management, Event Management, Marketing Strategy, Online Marketing, Social Networking, Social Media Marketing, Sales Management, New Business Development, Event Planning, Account Management, Marketing Communications, Small Business, Advertising, Public Relations, Team Building, Online Advertising, B2B, Email Marketing, Entrepreneurship, Trade Shows, Retail, Budgets, Contract Negotiation
Education
University of Illinois Springfield
BA, Management
Michael Dryer Michael Dryer's Independent Financial Advisor Experience August 2008 - Present
Job Partner at iTalent Consulting Group
Industry Financial Services
Experience
iTalent Consulting Group July 2012 - Present
Independent Financial Advisor August 2008 - Present
United States Air Force January 1989 - Present
Bank of America 2010 - 2012
United States Census Bureau February 2009 - May 2010
JPMorgan Chase Bank July 2007 - August 2008
Merrill Lynch June 2006 - October 2006
Boehringer Ingelheim Pharmaceuticals July 2003 - October 2005
Novartis Pharmaceuticals June 2001 - March 2003
World Lending Group January 2000 - January 2001
Skills
Insurance, Investments, Customer Service, Risk Management, Training, Sales, Recruiting, Finance, Business Development, Budgets, Workshop Facilitation, Marketing, Teamwork, Change Management, Human Resources
Education
California State University
Bachelor of Science, Kinesiology
Community College of the Air Force
Information Management
Internship, Long Beach Memorial Medical Center
iTalent Consulting Group July 2012 - Present
Independent Financial Advisor August 2008 - Present
United States Air Force January 1989 - Present
Bank of America 2010 - 2012
United States Census Bureau February 2009 - May 2010
JPMorgan Chase Bank July 2007 - August 2008
Merrill Lynch June 2006 - October 2006
Boehringer Ingelheim Pharmaceuticals July 2003 - October 2005
Novartis Pharmaceuticals June 2001 - March 2003
World Lending Group January 2000 - January 2001
Skills
Insurance, Investments, Customer Service, Risk Management, Training, Sales, Recruiting, Finance, Business Development, Budgets, Workshop Facilitation, Marketing, Teamwork, Change Management, Human Resources
Education
California State University
Bachelor of Science, Kinesiology
Community College of the Air Force
Information Management
Internship, Long Beach Memorial Medical Center
Randy Risdon Randy Risdon's Independent Financial Advisor Experience June 2013 - Present
Job " Randy Risdon" Independent Financial Advisor
Industry Financial Services
Experience
Independent Financial Advisor June 2013 - Present
Harvard Risk Management October 2011 - April 2013
Newbridge Securities July 2010 - November 2012
Chicago Investment Group 2006 - 2010
H&R Block Financial 2001 - 2006
Olde Discount Stockbrokers 1993 - 2001
Wonderlic Personnel Test Inc. 1988 - 1993
Skills
Series 7, Investments, Portfolio Management, Insurance, Retirement Planning, Wealth Management, Equities, Risk Management, Asset Allocation, Series 65, Sales Management, Inside Sales, Disability Insurance, Team Building, Research, Alternative Investments, Social Media Marketing, Fundraising, Sales Training, 401k Rollovers, Wordpress, Social Media, Sales Process, ACT CRM, Communication, LinkedIn, Selling, Inspection, Sales Specialist, Life Insurance, Health Insurance, Accidental Death..., Annuities, Term Life Insurance, Financial Services, Fixed Annuities, Bonds, Mutual Funds, Asset Management, FINRA, Securities, 401k, Investment Advisory, Investment Strategies, Private Equity, Sales
Education
Illinois State University 1976 — 1980
BA, Political Science
DePaul University
Financial Planning and Services
Independent Financial Advisor June 2013 - Present
Harvard Risk Management October 2011 - April 2013
Newbridge Securities July 2010 - November 2012
Chicago Investment Group 2006 - 2010
H&R Block Financial 2001 - 2006
Olde Discount Stockbrokers 1993 - 2001
Wonderlic Personnel Test Inc. 1988 - 1993
Skills
Series 7, Investments, Portfolio Management, Insurance, Retirement Planning, Wealth Management, Equities, Risk Management, Asset Allocation, Series 65, Sales Management, Inside Sales, Disability Insurance, Team Building, Research, Alternative Investments, Social Media Marketing, Fundraising, Sales Training, 401k Rollovers, Wordpress, Social Media, Sales Process, ACT CRM, Communication, LinkedIn, Selling, Inspection, Sales Specialist, Life Insurance, Health Insurance, Accidental Death..., Annuities, Term Life Insurance, Financial Services, Fixed Annuities, Bonds, Mutual Funds, Asset Management, FINRA, Securities, 401k, Investment Advisory, Investment Strategies, Private Equity, Sales
Education
Illinois State University 1976 — 1980
BA, Political Science
DePaul University
Financial Planning and Services
Thomas A. McDevitt CFA ✔ CFP ✔ MBA ✔ RIA ✔ Thomas A. McDevitt CFA ✔ CFP ✔ MBA ✔ RIA ✔'s Independent Financial Advisor Experience June 1990 - March 2014
Job NonWall Street, FeeOnly Investment Advisor ★ 12,000 + Connections ☎ 2159900781 ✉ thomas.mcdevitt@pennguardian.com
Industry Investment Management
Experience
Penn Guardian Investment Counsel, LLC May 2014 - Present
McDevitt & Kline, LLC January 2007 - April 2014
Independent Financial Advisor June 1990 - March 2014
Skills
Finacial Planning, Financial Modeling, Investment Advisory, Investment Management, Investment Strategies, Alternative Investments, Investment Products, Small Business..., Business Management, Financial Economics, Economics, Econometrics, Corporate Finance, Excel, Financial Analysis, Private Wealth..., New Business Development, Microsoft Office, Strategic Planning, Options Strategies, Derivatives, Business Valuation, Equity Valuation, Equity Research, Portfolio Management, Tax Advisory, Strategic Financial..., Investments, Microsoft Excel, Tax, Business Development, Finance, Continuing Education, Management, Product Marketing, Due Diligence, Budgets, Risk Management, Accounting, Mergers & Acquisitions, CPA, Training, Analysis, Management Consulting, Venture Capital, Wealth Management..., Financial Goals, Business Strategy, Private Equity, Valuation
Education
Temple University - Fox School of Business and Management 2001 — 2002
MBA, Finance
La Salle University 1986 — 1990
BA, Economics & Finance
Northeast Catholic High School 1982 — 1986
HS Diploma, General Business
Nativity of the Blessed Virgin Mary (BVM) Grade School 1974 — 1982
Grade School Diploma
Penn Guardian Investment Counsel, LLC May 2014 - Present
McDevitt & Kline, LLC January 2007 - April 2014
Independent Financial Advisor June 1990 - March 2014
Skills
Finacial Planning, Financial Modeling, Investment Advisory, Investment Management, Investment Strategies, Alternative Investments, Investment Products, Small Business..., Business Management, Financial Economics, Economics, Econometrics, Corporate Finance, Excel, Financial Analysis, Private Wealth..., New Business Development, Microsoft Office, Strategic Planning, Options Strategies, Derivatives, Business Valuation, Equity Valuation, Equity Research, Portfolio Management, Tax Advisory, Strategic Financial..., Investments, Microsoft Excel, Tax, Business Development, Finance, Continuing Education, Management, Product Marketing, Due Diligence, Budgets, Risk Management, Accounting, Mergers & Acquisitions, CPA, Training, Analysis, Management Consulting, Venture Capital, Wealth Management..., Financial Goals, Business Strategy, Private Equity, Valuation
Education
Temple University - Fox School of Business and Management 2001 — 2002
MBA, Finance
La Salle University 1986 — 1990
BA, Economics & Finance
Northeast Catholic High School 1982 — 1986
HS Diploma, General Business
Nativity of the Blessed Virgin Mary (BVM) Grade School 1974 — 1982
Grade School Diploma
Mendy L. Frost's Independent Financial Advisor Experience 2000 - 2002
Job Marketing Director at Econologics Financial Advisors
Industry Financial Services
Experience
Wealth Advisory Associates, LLC November 2011 - October 2012
Lindner Capital Advisors, Inc November 2010 - November 2011
Andrews Securities, LLC June 2010 - November 2010
Welton Street Investments December 2008 - March 2010
RBC Insurance November 2006 - December 2008
Nationwide Financial January 2005 - October 2006
Nationwide Financial October 2003 - December 2004
CitiStreet 2002 - 2003
Independent Financial Advisor 2000 - 2002
Skills
Mutual Funds
Education
Missouri State University
Wealth Advisory Associates, LLC November 2011 - October 2012
Lindner Capital Advisors, Inc November 2010 - November 2011
Andrews Securities, LLC June 2010 - November 2010
Welton Street Investments December 2008 - March 2010
RBC Insurance November 2006 - December 2008
Nationwide Financial January 2005 - October 2006
Nationwide Financial October 2003 - December 2004
CitiStreet 2002 - 2003
Independent Financial Advisor 2000 - 2002
Skills
Mutual Funds
Education
Missouri State University
David Sarabia David Sarabia's Independent Financial Advisor Experience September 2013 - Present
Job Staff Accountant at Gulf Coast DownholeTechnologies, Independent Financial Analyst and Independent Financial Advisor
Industry International Trade and Development
Experience
Gulf Coast DownholeTechnologies May 2014 - Present
Independent Financial Advisor September 2013 - Present
Malvern Instruments February 2014 - April 2014
DNV GL - Oil & Gas (formerly GL Noble Denton) September 2013 - September 2013
Intertek August 2011 - January 2013
Skills
Mergers, Investments, Analysis, Commodity, Budgets, Internal Audit, Finance, Valuation, Forecasting, Auditing, Financial Modeling, SAP, Negotiation, Cash Flow, Financial Analysis, Corporate Finance, Risk Management, Due Diligence, Process Improvement, Energy, Business Process..., Operations Management, Business Development, Project Finance, Accounting, Strategic Financial..., Accounts Payable
Education
The University of Texas at San Antonio 2008 — 2011
Bachelor of Business Administration (BBA), Finance
Gulf Coast DownholeTechnologies May 2014 - Present
Independent Financial Advisor September 2013 - Present
Malvern Instruments February 2014 - April 2014
DNV GL - Oil & Gas (formerly GL Noble Denton) September 2013 - September 2013
Intertek August 2011 - January 2013
Skills
Mergers, Investments, Analysis, Commodity, Budgets, Internal Audit, Finance, Valuation, Forecasting, Auditing, Financial Modeling, SAP, Negotiation, Cash Flow, Financial Analysis, Corporate Finance, Risk Management, Due Diligence, Process Improvement, Energy, Business Process..., Operations Management, Business Development, Project Finance, Accounting, Strategic Financial..., Accounts Payable
Education
The University of Texas at San Antonio 2008 — 2011
Bachelor of Business Administration (BBA), Finance
Alan Neese Alan Neese's Independent Financial Advisor Experience January 1991 - December 2002
Job Independent Financial Advisor
Industry Investment Management
Experience
ING Financial Partners 2003 - 2013
Independent Financial Advisor January 1991 - December 2002
Education
American College of Financial Planning 2013 — 2015
Chartered Financial Consultant
University of Nevada-Las Vegas
Business Administration
Wagner H.S. P.I.
ING Financial Partners 2003 - 2013
Independent Financial Advisor January 1991 - December 2002
Education
American College of Financial Planning 2013 — 2015
Chartered Financial Consultant
University of Nevada-Las Vegas
Business Administration
Wagner H.S. P.I.
Shaun McNaughton Shaun McNaughton's Independent Financial Advisor Experience August 2011 - Present
Job Independent Financial Advisor
Industry Financial Services
Experience
Independent Financial Advisor August 2011 - Present
Independent Financial Advisor August 2011 - April 2015
Institutional Marketing Concepts September 2005 - July 2011
Pacific Life June 1995 - August 2005
Skills
Business Development, Insurance, Management, New Business Development, Marketing, Financial Services, Underwriting, Investments, Portfolio Management, Life Insurance, Finance, Sales, Financial Planning
Education
California State University-Long Beach 1990 — 1994
Bachelor’s Degree, Business Administration and Management, General
Independent Financial Advisor August 2011 - Present
Independent Financial Advisor August 2011 - April 2015
Institutional Marketing Concepts September 2005 - July 2011
Pacific Life June 1995 - August 2005
Skills
Business Development, Insurance, Management, New Business Development, Marketing, Financial Services, Underwriting, Investments, Portfolio Management, Life Insurance, Finance, Sales, Financial Planning
Education
California State University-Long Beach 1990 — 1994
Bachelor’s Degree, Business Administration and Management, General
Felipe Peres's Independent Financial Advisor Experience 2007 - 2010
Job .
Industry Management Consulting
Experience
Database & LAN Solutions 2011 - 2012
Independent Financial Advisor 2007 - 2010
Safeway Inc. 2005 - 2005
The World Bank 2003 - 2004
Ameriprise Financial Services, Inc. 2002 - 2003
Nortel Networks 2000 - 2001
Skills
Business Strategy, Strategic Planning, Business Development, Business Planning, New Business Development, Business Communications, Leadership, Long-term Customer..., Sales, Spanish (Fluent), Portuguese (Fluent)
Education
The George Washington University 1998 — 2000
MBA, International Business
University of Maryland College Park 1993 — 1998
B.S., Marketing & Finance
Database & LAN Solutions 2011 - 2012
Independent Financial Advisor 2007 - 2010
Safeway Inc. 2005 - 2005
The World Bank 2003 - 2004
Ameriprise Financial Services, Inc. 2002 - 2003
Nortel Networks 2000 - 2001
Skills
Business Strategy, Strategic Planning, Business Development, Business Planning, New Business Development, Business Communications, Leadership, Long-term Customer..., Sales, Spanish (Fluent), Portuguese (Fluent)
Education
The George Washington University 1998 — 2000
MBA, International Business
University of Maryland College Park 1993 — 1998
B.S., Marketing & Finance
Paul Janofsky Paul Janofsky's Independent Financial Advisor Experience January 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Independent Financial Advisor January 2015 - Present
SmarterBaseball.com September 2013 - Present
CertusBank December 2011 - February 2015
First Horizon Home Loans September 2004 - December 2011
Bank of North Georgia December 2003 - September 2004
IQ Software Corporation March 1993 - April 2002
International Computer Solutions June 1989 - February 1993
COIN Financial Systems January 1987 - May 1989
Skills
Mortgage Lending, Loans, Management, Leadership, Finance, Refinance, Sales, Customer Service, Marketing, FHA, Team Leadership, Financial Advisory, Revenue & Profit Growth, Business Process..., Personal Finance, Channel Sales..., Cost Reduction..., Revenue Forecasting, Mortgage Marketing, Technology..., Debt Restructuring, Debt Management, Real Estate Financing, Residential Mortgages, Mortgage Servicing, Certified Mortgage..., Real Estate, Consulting, Coaching, Strategic Partnerships, Sales Operations, Investments, Credit, Financial Services, Fundraising
Education
Georgia Southern University - College of Business Administration 1982 — 1986
BBA, Business Management
Lexington High School 1979 — 1982
Independent Financial Advisor January 2015 - Present
SmarterBaseball.com September 2013 - Present
CertusBank December 2011 - February 2015
First Horizon Home Loans September 2004 - December 2011
Bank of North Georgia December 2003 - September 2004
IQ Software Corporation March 1993 - April 2002
International Computer Solutions June 1989 - February 1993
COIN Financial Systems January 1987 - May 1989
Skills
Mortgage Lending, Loans, Management, Leadership, Finance, Refinance, Sales, Customer Service, Marketing, FHA, Team Leadership, Financial Advisory, Revenue & Profit Growth, Business Process..., Personal Finance, Channel Sales..., Cost Reduction..., Revenue Forecasting, Mortgage Marketing, Technology..., Debt Restructuring, Debt Management, Real Estate Financing, Residential Mortgages, Mortgage Servicing, Certified Mortgage..., Real Estate, Consulting, Coaching, Strategic Partnerships, Sales Operations, Investments, Credit, Financial Services, Fundraising
Education
Georgia Southern University - College of Business Administration 1982 — 1986
BBA, Business Management
Lexington High School 1979 — 1982
Kathy McGuire (Standridge) CFP® Kathy McGuire (Standridge) CFP®'s Independent Financial Advisor Experience March 1993 - Present
Job Serving Shreveport Bossier, LA & Austin, TX
Industry Financial Services
Experience
Thornhill Securities, Inc June 2015 - Present
Independent Financial Advisor March 1993 - Present
Kilpatrick Financial, Inc. 2009 - January 2013
Kilpatrick Life Insurance Company 2009 - January 2013
NFP Securities, Inc. March 2006 - 2008
National Financial Partners 2005 - 2008
NFP 2005 - 2008
Resource Financial Group 2001 - 2005
H.D. Vest Financial Services September 1989 - January 2001
H.D. Vest Financial Services 1989 - 2001
Skills
Advertising, Alternative Investments, Asset Allocation, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investment Advisory, Investments, Management, Marketing, Mutual Funds, Relationship Management, Retirement, Retirement Planning, Securities, Series 24, Series 63, Series 7, Strategic Planning, Wealth Management
Education
University of Central Arkansas 1984 — 1988
BBA, Management
McClellan High School 1982 — 1984
HS Dimploma
Thornhill Securities, Inc June 2015 - Present
Independent Financial Advisor March 1993 - Present
Kilpatrick Financial, Inc. 2009 - January 2013
Kilpatrick Life Insurance Company 2009 - January 2013
NFP Securities, Inc. March 2006 - 2008
National Financial Partners 2005 - 2008
NFP 2005 - 2008
Resource Financial Group 2001 - 2005
H.D. Vest Financial Services September 1989 - January 2001
H.D. Vest Financial Services 1989 - 2001
Skills
Advertising, Alternative Investments, Asset Allocation, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investment Advisory, Investments, Management, Marketing, Mutual Funds, Relationship Management, Retirement, Retirement Planning, Securities, Series 24, Series 63, Series 7, Strategic Planning, Wealth Management
Education
University of Central Arkansas 1984 — 1988
BBA, Management
McClellan High School 1982 — 1984
HS Dimploma
David De La Cruz David De La Cruz's Independent Financial Advisor Experience January 2012 - December 2013
Job Technical Support at IT Independent Consultant
Industry Transportation/Trucking/Railroad
Experience
IT Independent Consultant January 2013 - Present
Independent Financial Advisor January 2012 - December 2013
Rail Europe Group September 2006 - December 2011
DaimlerChrysler April 2003 - September 2006
DaimlerChrysler May 2000 - April 2003
DaimlerChrysler October 1997 - April 2000
The Bank of New York April 1995 - September 1997
Skills
Proficient Typing Skills, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Lotus Notes, Lotus 123, COBOL, C++, Promoters, Event Producing, Finance, Leadership, Analysis, Software Documentation, Business Analysis, Project Management, Sales
Education
Northwood University-Texas 2000 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pace University - Lubin School of Business 1996 — 1999
Business Administration and Management, General
Westchester Community College 1993 — 1997
Associate of Arts and Sciences (A.A.S.), Computer Information Systems
IT Independent Consultant January 2013 - Present
Independent Financial Advisor January 2012 - December 2013
Rail Europe Group September 2006 - December 2011
DaimlerChrysler April 2003 - September 2006
DaimlerChrysler May 2000 - April 2003
DaimlerChrysler October 1997 - April 2000
The Bank of New York April 1995 - September 1997
Skills
Proficient Typing Skills, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Lotus Notes, Lotus 123, COBOL, C++, Promoters, Event Producing, Finance, Leadership, Analysis, Software Documentation, Business Analysis, Project Management, Sales
Education
Northwood University-Texas 2000 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pace University - Lubin School of Business 1996 — 1999
Business Administration and Management, General
Westchester Community College 1993 — 1997
Associate of Arts and Sciences (A.A.S.), Computer Information Systems
Bret Baker's Independent Financial Advisor Experience April 2006 - April 2009
Job Business Development, Sales, and Operations Professional
Industry Information Technology and Services
Experience
GTECH Northstar Lottery Group December 2010 - September 2011
GTECH CORPORATION February 2009 - January 2011
Independent Financial Advisor April 2006 - April 2009
Regions Bank 2004 - 2006
HSBC Mortgage 1998 - 2004
Skills
Banking, Account Management, Business Development, Management, Strategy, Training, Sales, New Business Development, Recruiting, Sales Management, Finance, Insurance, Investments, Procurement, Vendor Management, Inventory Management, Strategic Planning, Project Management, Business Strategy, Change Management, Operations Management, Customer Service, Project Planning, Budgets, Start-ups, Team Building, Leadership
Education
University of Missouri-Columbia 1993 — 1995
Bachelor's Degree, English and History
Auburn University 1987 — 1992
Engineering and Chinese
GTECH Northstar Lottery Group December 2010 - September 2011
GTECH CORPORATION February 2009 - January 2011
Independent Financial Advisor April 2006 - April 2009
Regions Bank 2004 - 2006
HSBC Mortgage 1998 - 2004
Skills
Banking, Account Management, Business Development, Management, Strategy, Training, Sales, New Business Development, Recruiting, Sales Management, Finance, Insurance, Investments, Procurement, Vendor Management, Inventory Management, Strategic Planning, Project Management, Business Strategy, Change Management, Operations Management, Customer Service, Project Planning, Budgets, Start-ups, Team Building, Leadership
Education
University of Missouri-Columbia 1993 — 1995
Bachelor's Degree, English and History
Auburn University 1987 — 1992
Engineering and Chinese
David Smith, CFP's Independent Financial Advisor Experience January 1977 - October 1980
Job CEO at Intervest International Inc.
Industry Financial Services
Experience
Intervest International, Inc. 1980 - Present
Fortis Sales January 1992 - January 1996
Intervest International Inc. October 1980 - January 1992
Independent FInancial Advisor January 1977 - October 1980
US Army June 1971 - January 1977
Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Financial Advisory, Personal Finance, Wealth Management, Mutual Funds, Estate Planning, Management Consulting, Succession Planning
Education
United States Military Academy at West Point 1967 — 1971
BS, Engineering
Intervest International, Inc. 1980 - Present
Fortis Sales January 1992 - January 1996
Intervest International Inc. October 1980 - January 1992
Independent FInancial Advisor January 1977 - October 1980
US Army June 1971 - January 1977
Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Financial Advisory, Personal Finance, Wealth Management, Mutual Funds, Estate Planning, Management Consulting, Succession Planning
Education
United States Military Academy at West Point 1967 — 1971
BS, Engineering
Bob Burgett's Independent Financial Advisor Experience January 2009 - December 2011
Job Independent Financial Advisor
Industry Financial Services
Experience
Perspective Financial Group, LLC January 2012 - Present
United Healthcare Medicare Solutions 2010 - 2013
Independent Financial Advisor January 2009 - December 2011
Thrivent April 2006 - December 2008
Farmers Insurance 2000 - 2006
Dalkon Shield Claimants Trust 1990 - 1996
Skills
Annuities, Insurance, Long Term Care, Retirement Planning, Financial Planning, Investments, Fixed Annuities, Long-term Care, Strategic Financial...
Education
Longwood University 1981 — 1986
Bachelor of Science, Government - Pre-Law
Perspective Financial Group, LLC January 2012 - Present
United Healthcare Medicare Solutions 2010 - 2013
Independent Financial Advisor January 2009 - December 2011
Thrivent April 2006 - December 2008
Farmers Insurance 2000 - 2006
Dalkon Shield Claimants Trust 1990 - 1996
Skills
Annuities, Insurance, Long Term Care, Retirement Planning, Financial Planning, Investments, Fixed Annuities, Long-term Care, Strategic Financial...
Education
Longwood University 1981 — 1986
Bachelor of Science, Government - Pre-Law
Roberto Gatica's Independent Financial Advisor Experience June 2015 - Present
Job USA and LatinAmerican markets
Industry Banking
Experience
Independent Financial Advisor June 2015 - Present
Banco Sabadell May 2014 - June 2015
Banco BCI October 2013 - May 2014
Banco BCI September 2012 - September 2013
Banco BCI March 2003 - August 2012
Banco Santander Mexico April 1998 - March 2003
First Union National Bank April 1997 - April 1998
Citi April 1993 - April 1997
Skills
Banking, Commercial Banking, Credit Risk, Structured Finance, Trade Finance, Corporate Finance, Credit, Financial Analysis, Financial Risk, Cash Management, Finance, Private Banking, Syndications, Commercial Lending, Retail Banking, Treasury Services, Structured Commodity..., Factoring, Operational Risk, Credit Analysis, Management, Correspondent Banking, Asset Based Lending, Team Leadership, Long-term Customer..., Letters of Credit, International Banking..., Portfolio Management, Investment Banking, Compliance, commodities, Emerging Markets, Investments
Education
Northwestern University - Kellogg School of Management 2009 — 2009
KMI Advance Management Program, Business Administration and Management, General
Independent Financial Advisor June 2015 - Present
Banco Sabadell May 2014 - June 2015
Banco BCI October 2013 - May 2014
Banco BCI September 2012 - September 2013
Banco BCI March 2003 - August 2012
Banco Santander Mexico April 1998 - March 2003
First Union National Bank April 1997 - April 1998
Citi April 1993 - April 1997
Skills
Banking, Commercial Banking, Credit Risk, Structured Finance, Trade Finance, Corporate Finance, Credit, Financial Analysis, Financial Risk, Cash Management, Finance, Private Banking, Syndications, Commercial Lending, Retail Banking, Treasury Services, Structured Commodity..., Factoring, Operational Risk, Credit Analysis, Management, Correspondent Banking, Asset Based Lending, Team Leadership, Long-term Customer..., Letters of Credit, International Banking..., Portfolio Management, Investment Banking, Compliance, commodities, Emerging Markets, Investments
Education
Northwestern University - Kellogg School of Management 2009 — 2009
KMI Advance Management Program, Business Administration and Management, General
Eric Boysko's Independent Financial Advisor Experience February 2003 - Present
Job Financial Advisor OSJ Manager
Industry Financial Services
Experience
Independent Financial Advisor February 2003 - Present
Advest, Inc. August 2001 - February 2003
Olde Stock Brokers December 1995 - August 2001
Skills
Fixed Annuities, Finance, Strategic Planning, Series 7, Series 65, Retirement Planning, Investment Advisory, Wealth Management, Retirement, Asset Allocation, Mutual Funds
Education
University of Dayton 1985 — 1989
Padua Franciscan HS 1981 — 1985
Independent Financial Advisor February 2003 - Present
Advest, Inc. August 2001 - February 2003
Olde Stock Brokers December 1995 - August 2001
Skills
Fixed Annuities, Finance, Strategic Planning, Series 7, Series 65, Retirement Planning, Investment Advisory, Wealth Management, Retirement, Asset Allocation, Mutual Funds
Education
University of Dayton 1985 — 1989
Padua Franciscan HS 1981 — 1985
Bill Jafvert's Independent Financial Advisor Experience December 2010 - Present
Job Experienced (over 30 years) Financial Advisor
Industry Financial Services
Experience
N/A, Inc. November 2011 - Present
Independent Financial Advisor December 2010 - Present
Education
Gustavus Adolphus College
B.S., Business Administration
N/A, Inc. November 2011 - Present
Independent Financial Advisor December 2010 - Present
Education
Gustavus Adolphus College
B.S., Business Administration
Ernest Nesmith's Independent Financial Advisor Experience August 2011 - May 2014
Job Financial Advisor/Tax Consultant
Industry Financial Services
Experience
Tax Saving Professionals February 2014 - Present
The Strategic Financial Alliance May 2014 - Present
Family First Life December 2012 - Present
Independent Financial Advisor August 2011 - May 2014
JTAA 2010 - 2014
America's Choice Equities April 2010 - August 2011
Bank of America/Merrill Lynch October 2008 - April 2010
TIAA-CREF August 2006 - August 2008
Privateer Trading, LLC September 2005 - September 2006
Education
Johnson C. Smith University - JCSU 1996 — 2001
BS, Finance
Tax Saving Professionals February 2014 - Present
The Strategic Financial Alliance May 2014 - Present
Family First Life December 2012 - Present
Independent Financial Advisor August 2011 - May 2014
JTAA 2010 - 2014
America's Choice Equities April 2010 - August 2011
Bank of America/Merrill Lynch October 2008 - April 2010
TIAA-CREF August 2006 - August 2008
Privateer Trading, LLC September 2005 - September 2006
Education
Johnson C. Smith University - JCSU 1996 — 2001
BS, Finance
John S. Neff's Independent Financial Advisor Experience 1995 - 1998
Job independent corporate finance advisor
Industry Banking
Experience
Muddy Boots Advisors 2008 - Present
Andover College Prep LLC 2012 - 2012
Crosswind Investments, LLC 2010 - 2010
University of Connecticut, Stamford 2009 - 2009
Brown Brothers Harriman & Co. 1998 - 2008
independent financial advisor 1995 - 1998
NatWest Markets 1988 - 1994
Lehman Brothers 1982 - 1988
PepsiCo, Inc. 1981 - 1982
Kennecott Corporation 1980 - 1981
Skills
Venture Capital, Credit, Leveraged Finance, Middle Market, Banking, Private Equity, Mergers, Corporate Finance, Due Diligence, Investment Banking, Financial Markets, Financial Management, Treasury, Valuation, Loans
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
New York University - Leonard N. Stern School of Business 1975 — 1976
Finance
Dartmouth College 1969 — 1973
AB, English, Pre-Med
Muddy Boots Advisors 2008 - Present
Andover College Prep LLC 2012 - 2012
Crosswind Investments, LLC 2010 - 2010
University of Connecticut, Stamford 2009 - 2009
Brown Brothers Harriman & Co. 1998 - 2008
independent financial advisor 1995 - 1998
NatWest Markets 1988 - 1994
Lehman Brothers 1982 - 1988
PepsiCo, Inc. 1981 - 1982
Kennecott Corporation 1980 - 1981
Skills
Venture Capital, Credit, Leveraged Finance, Middle Market, Banking, Private Equity, Mergers, Corporate Finance, Due Diligence, Investment Banking, Financial Markets, Financial Management, Treasury, Valuation, Loans
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
New York University - Leonard N. Stern School of Business 1975 — 1976
Finance
Dartmouth College 1969 — 1973
AB, English, Pre-Med
Frank Cardy's Independent Financial Advisor Experience February 2000 - April 2014
Job Produce Manager and Certified Trainer at The Fresh Market
Industry Financial Services
Experience
The Fresh Market October 2013 - Present
Self Employed June 2002 - Present
Independent Financial Advisor February 2000 - April 2014
Case Design/Remodeling May 2010 - April 2012
Father(stroke victim, dialysis etc) Caregiver 1996 - 2005
Quick & Reilly 1995 - 2000
Cardy & Co Discount Stockbrokers 1985 - 1995
Safeway Stores January 1974 - January 1984
Skills
Portfolio Management, Compliance, Investments, Customer Relations, Customer Service, Sales, Financial Analysis, Asset Management, Asset Allocation, Finance, Management, New Business Development, Accounting, Retirement Planning, Financial Services, Small Business, Sales Process, Marketing, Strategic Financial..., Vendor Management, Strategic Planning, Mutual Funds
Education
30 years of Brokerage business
FOP, ROP, GP,
University of Maryland College Park
Business/botany
The Fresh Market October 2013 - Present
Self Employed June 2002 - Present
Independent Financial Advisor February 2000 - April 2014
Case Design/Remodeling May 2010 - April 2012
Father(stroke victim, dialysis etc) Caregiver 1996 - 2005
Quick & Reilly 1995 - 2000
Cardy & Co Discount Stockbrokers 1985 - 1995
Safeway Stores January 1974 - January 1984
Skills
Portfolio Management, Compliance, Investments, Customer Relations, Customer Service, Sales, Financial Analysis, Asset Management, Asset Allocation, Finance, Management, New Business Development, Accounting, Retirement Planning, Financial Services, Small Business, Sales Process, Marketing, Strategic Financial..., Vendor Management, Strategic Planning, Mutual Funds
Education
30 years of Brokerage business
FOP, ROP, GP,
University of Maryland College Park
Business/botany
Sean Meighan's Independent Financial Advisor Experience September 2007 - October 2011
Job AVP, Advisory Services at Lincoln Financial Network
Industry Financial Services
Experience
Lincoln Financial Group August 2014 - Present
Lincoln Financial Group October 2011 - August 2014
Independent Financial Advisor September 2007 - October 2011
Skills
Series 7, Series 66, Retirement Planning, Investments, Financial Services, Mutual Funds, Series 63, Wealth Management, Asset Management, Waves, Muscle Cars, Futures, Fixed Annuities, Big Brother, Finance, Insurance, Securities
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2007
MBA, International Business
University of New Hampshire 2002 — 2006
Bachelor of Science (B.S.), Biochemistry
Lincoln Financial Group August 2014 - Present
Lincoln Financial Group October 2011 - August 2014
Independent Financial Advisor September 2007 - October 2011
Skills
Series 7, Series 66, Retirement Planning, Investments, Financial Services, Mutual Funds, Series 63, Wealth Management, Asset Management, Waves, Muscle Cars, Futures, Fixed Annuities, Big Brother, Finance, Insurance, Securities
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2007
MBA, International Business
University of New Hampshire 2002 — 2006
Bachelor of Science (B.S.), Biochemistry
Chad Colpitts's Independent Financial Advisor Experience April 2008 - October 2012
Job Registered Representative
Industry Financial Services
Experience
Santander Investment Services November 2012 - December 2014
Independent Financial Advisor April 2008 - October 2012
Santander Investment Services January 2005 - March 2008
New England Financial January 2002 - January 2005
Education
University of Massachusetts, Amherst 1994 — 1998
BS, Finance
Santander Investment Services November 2012 - December 2014
Independent Financial Advisor April 2008 - October 2012
Santander Investment Services January 2005 - March 2008
New England Financial January 2002 - January 2005
Education
University of Massachusetts, Amherst 1994 — 1998
BS, Finance
Megan Player's Independent Financial Advisor Experience June 2010 - June 2014
Job Administrative Assistant at First United Methodist Church Cary
Industry Financial Services
Experience
First United Methodist Church Cary February 2014 - Present
Independent Financial Advisor June 2010 - June 2014
Independent Financial Advisor March 2007 - May 2009
Duro Communications 2000 - 2000
Skills
Management, Microsoft Office, Customer Service, Microsoft Excel, Team Building, Public Speaking, Microsoft Word, Project Management, Sales, Event Planning
Education
Tennessee Technological University 1999 — 2002
MIS
First United Methodist Church Cary February 2014 - Present
Independent Financial Advisor June 2010 - June 2014
Independent Financial Advisor March 2007 - May 2009
Duro Communications 2000 - 2000
Skills
Management, Microsoft Office, Customer Service, Microsoft Excel, Team Building, Public Speaking, Microsoft Word, Project Management, Sales, Event Planning
Education
Tennessee Technological University 1999 — 2002
MIS
Ravendra (Ravi ) Saxena's Independent Financial Advisor Experience Regional ManagerBeaver Lumber1991 - 1994
Job Retired as Independent Financial Advisor
Industry Retail
Experience
Independent Financial Advisor Regional ManagerBeaver Lumber1991 - 1994
Zellers 1988 - 1991
Macleod Steadmans 1984 - 1988
Zellers 1977 - 1984
Self Employed 1973 - 1977
Martin & Burn, ACC, and Bata Shoe Co 1969 - 1972
Skills
Product Development, Team Building, Program Management
Education
Birla Institute of Technology 1964 — 1969
B.E, Mechanical
St. Stephen's College 1962 — 1964
B.Sc
St. Columba's School 1950 — 1962
Sr. Cambridge, Level O
Investment Institute of Canada
Investment, Insurance, and Tax certifications
Independent Financial Advisor Regional ManagerBeaver Lumber1991 - 1994
Zellers 1988 - 1991
Macleod Steadmans 1984 - 1988
Zellers 1977 - 1984
Self Employed 1973 - 1977
Martin & Burn, ACC, and Bata Shoe Co 1969 - 1972
Skills
Product Development, Team Building, Program Management
Education
Birla Institute of Technology 1964 — 1969
B.E, Mechanical
St. Stephen's College 1962 — 1964
B.Sc
St. Columba's School 1950 — 1962
Sr. Cambridge, Level O
Investment Institute of Canada
Investment, Insurance, and Tax certifications
Andrea Menez-Rodrigues's Independent Financial Advisor Experience September 2009 - Present
Job Strategic financial advisor for family offices
Industry Investment Banking
Experience
Independent Financial Advisor September 2009 - Present
BTG Pactual August 2008 - July 2009
BroadStreet Capital Partners 2007 - 2008
Citigroup March 2000 - August 2007
Deutsche Bank February 1998 - March 2000
Archer Daniels Midland September 1993 - December 1996
Bank of America January 1992 - August 1993
Skills
Fixed Income, Capital Markets, Corporate Finance, Debt Restructuring, Liability Management, Asset Backed Financing, Asset Backed Lending, Hedge Funds, Latin American markets, Emerging Markets, Credit Derivatives, Portfolio Management, Financial Structuring, Investments, Trading, Mergers & Acquisitions, ALM, Structured Finance, Derivatives, Equities
Education
London Business School 1997 — 1998
MBA, Finance
PUC-SP 1993 — 1997
Bachelor of Business Administration (B.B.A.), Economics, Top 5%
Independent Financial Advisor September 2009 - Present
BTG Pactual August 2008 - July 2009
BroadStreet Capital Partners 2007 - 2008
Citigroup March 2000 - August 2007
Deutsche Bank February 1998 - March 2000
Archer Daniels Midland September 1993 - December 1996
Bank of America January 1992 - August 1993
Skills
Fixed Income, Capital Markets, Corporate Finance, Debt Restructuring, Liability Management, Asset Backed Financing, Asset Backed Lending, Hedge Funds, Latin American markets, Emerging Markets, Credit Derivatives, Portfolio Management, Financial Structuring, Investments, Trading, Mergers & Acquisitions, ALM, Structured Finance, Derivatives, Equities
Education
London Business School 1997 — 1998
MBA, Finance
PUC-SP 1993 — 1997
Bachelor of Business Administration (B.B.A.), Economics, Top 5%
Fidelis Kpando's Independent Financial Advisor Experience June 2005 - Present
Job Independent Financial Advisor
Industry Accounting
Experience
Independent Financial Advisor June 2005 - Present
Accountemps October 2011 - March 2012
WGP Professional Corporation June 2010 - August 2011
Paul Orfali Associates (Industrial Alliance) June 2002 - June 2005
Skills
Insurance Policies, Bookkeeping, Financial Accounting, Accounting, Tax, Income Tax, Restaurants
Education
Algonquin College, Ottawa
Financial Management
Univerity of Lagos
M.Sc (Economics), Monetary Economics
University of Benin
B.Sc (Economics), Economics
Independent Financial Advisor June 2005 - Present
Accountemps October 2011 - March 2012
WGP Professional Corporation June 2010 - August 2011
Paul Orfali Associates (Industrial Alliance) June 2002 - June 2005
Skills
Insurance Policies, Bookkeeping, Financial Accounting, Accounting, Tax, Income Tax, Restaurants
Education
Algonquin College, Ottawa
Financial Management
Univerity of Lagos
M.Sc (Economics), Monetary Economics
University of Benin
B.Sc (Economics), Economics
Walter Storm's Independent Financial Advisor Experience November 1980 - Present
Job Financial Advisor
Industry Investment Management
Experience
independent financial advisor November 1980 - Present
First Investors November 1980 - June 1991
Skills
Investments, Investment Advisory, Fixed Income, Asset Management, Strategic Financial..., Bonds, Financial Advisory, Financial Modeling, Investment Management, Estate Planning, Fixed Annuities, Valuation
Education
Mercer University 1975 — 1979
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Gables Academy 1967 — 1975
independent financial advisor November 1980 - Present
First Investors November 1980 - June 1991
Skills
Investments, Investment Advisory, Fixed Income, Asset Management, Strategic Financial..., Bonds, Financial Advisory, Financial Modeling, Investment Management, Estate Planning, Fixed Annuities, Valuation
Education
Mercer University 1975 — 1979
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Gables Academy 1967 — 1975