Independent Financial Group
Industry: Company
DescriptionParent organization: Independent Financial Group, Inc. Subsidiary: Independent Financial Group, LLC, Investment Banking Arm
Independent Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Independent Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Independent Financial Group Salaries. You can even request information on how much does Independent Financial Group pay if you want to. Learn about salaries, pros and cons of working for Independent Financial Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
19 Independent Financial Group employees in database. Find out everything there's to know about Independent Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Independent Financial Group Employees
Employee
Years
Job
Industry
Andrew Milstone Andrew Milstone's Independent Financial Group Experience January 2008 - April 2010
Job Jr. Financial Project Analyst at SAP
Industry Financial Services
Experience
SAP January 2012 - Present
JW Marriott Resort and Spa May 2010 - February 2012
American Express January 2010 - April 2010
Independent Financial Group January 2008 - April 2010
Skills
Auditing, Hotels, Accounting, Banking, Customer Relations, Excel, Forecasting, Budgeting, Financial Reporting, Analysis, Management, Customer Service, Budgets, SAP, Training, Project Management, Microsoft Excel
Education
Arizona State University 2005 — 2010
BA, Business/Communications
Glastonbury High School 2001 — 2005
SAP January 2012 - Present
JW Marriott Resort and Spa May 2010 - February 2012
American Express January 2010 - April 2010
Independent Financial Group January 2008 - April 2010
Skills
Auditing, Hotels, Accounting, Banking, Customer Relations, Excel, Forecasting, Budgeting, Financial Reporting, Analysis, Management, Customer Service, Budgets, SAP, Training, Project Management, Microsoft Excel
Education
Arizona State University 2005 — 2010
BA, Business/Communications
Glastonbury High School 2001 — 2005
Dennis Dai Dennis Dai's Independent Financial Group Experience September 2012 - January 2014
Job Financial Services & Technology Startup
Industry Financial Services
Experience
Caviar, Inc. April 2015 - Present
Sprig: Dine on Demand May 2014 - April 2015
Stifel Financial Corp. March 2014 - August 2014
Classified Productions April 2013 - August 2014
Independent Financial Group September 2012 - January 2014
KSDT - UC San Diego 2012 - 2013
Independent Financial Group LLC January 2012 - September 2012
LPL Financial October 2010 - January 2011
TD Ameritrade June 2007 - January 2009
Self-Employed September 2005 - May 2007
Skills
Social Media, Recording, Music Production, Microsoft Office, Music, Negotiation, Music Industry, DJ, Team Building, Audio Mastering, Audio Engineering, Networking, Management, Presentations, Mastering, Public Relations, Marketing, Radio, Radio Broadcasting, Radio Host, Radio Producing, Radio Programming, Data Analysis, Leadership, Facebook, Microsoft Excel, Research, Editing, Social Media Marketing, Event Planning, Entertainment, Public Speaking, PowerPoint, Event Management, Microsoft Word, Investments, Blogging, Social Networking, Outlook, Entrepreneurship, Creative Writing, iMovie, WordPress, Press Releases, Spanish, Online Marketing, Video Editing, OS X, YouTube, Financial Analysis
Education
University of California, San Diego 2005 — 2009
Bachelor of Arts (B.A.), Economics, Music Minor
Clements High School 2001 — 2005
Caviar, Inc. April 2015 - Present
Sprig: Dine on Demand May 2014 - April 2015
Stifel Financial Corp. March 2014 - August 2014
Classified Productions April 2013 - August 2014
Independent Financial Group September 2012 - January 2014
KSDT - UC San Diego 2012 - 2013
Independent Financial Group LLC January 2012 - September 2012
LPL Financial October 2010 - January 2011
TD Ameritrade June 2007 - January 2009
Self-Employed September 2005 - May 2007
Skills
Social Media, Recording, Music Production, Microsoft Office, Music, Negotiation, Music Industry, DJ, Team Building, Audio Mastering, Audio Engineering, Networking, Management, Presentations, Mastering, Public Relations, Marketing, Radio, Radio Broadcasting, Radio Host, Radio Producing, Radio Programming, Data Analysis, Leadership, Facebook, Microsoft Excel, Research, Editing, Social Media Marketing, Event Planning, Entertainment, Public Speaking, PowerPoint, Event Management, Microsoft Word, Investments, Blogging, Social Networking, Outlook, Entrepreneurship, Creative Writing, iMovie, WordPress, Press Releases, Spanish, Online Marketing, Video Editing, OS X, YouTube, Financial Analysis
Education
University of California, San Diego 2005 — 2009
Bachelor of Arts (B.A.), Economics, Music Minor
Clements High School 2001 — 2005
Jeff Jurgemeyer Jeff Jurgemeyer's Independent Financial Group Experience August 2006 - November 2009
Job USAA Member Advice Resource Group
Industry Financial Services
Experience
USAA November 2009 - Present
Independent Financial Group August 2006 - November 2009
Multi National Force-Iraq Force Strategic Engagement Cell June 2008 - July 2009
Education
College for Financial Planning 2010 — 2011
MS, Financial Planning
Joint Force Staff College 2010 — 2011
AJPME, Joint Planning & Operations
United States Naval Academy 1989 — 1993
USAA November 2009 - Present
Independent Financial Group August 2006 - November 2009
Multi National Force-Iraq Force Strategic Engagement Cell June 2008 - July 2009
Education
College for Financial Planning 2010 — 2011
MS, Financial Planning
Joint Force Staff College 2010 — 2011
AJPME, Joint Planning & Operations
United States Naval Academy 1989 — 1993
Jack Thomas Jack Thomas's Independent Financial Group Experience March 2010 - Present
Job Registered Principal at Gryphon Private Wealth Management
Industry Financial Services
Experience
Gryphon Private Wealth Management April 2012 - Present
Independent Financial Group March 2010 - Present
Cordillera Wealth Alliance May 2009 - April 2012
Mueller Investments/AFA Financial Group December 2004 - November 2007
WR Hambrecht + Co 2000 - 2003
Charles Schwab January 1996 - January 1999
Skills
Retirement, Wealth, Personal Finance, Series 7, Wealth Management, Investments, Investment Advisory, Series 63, Financial Analysis, Securities, Financial Modeling, Asset Managment, Fixed Income, Trading, Strategic Financial..., Asset Management, Brokerage, Portfolio Management, Investment Strategies, Equities, Estate Planning, Mutual Funds, Retirement Planning, Alternative Investments, Strategy, Financial Advisory, Asset Allocation, Uniform Combined State..., Series 65, Finance, Risk Management, Financial Services, Investment Management, Insurance
Education
Arizona State University 1991 — 1995
B.S., Finance
Wood River High School, Hailey Idaho 1988 — 1991
Gryphon Private Wealth Management April 2012 - Present
Independent Financial Group March 2010 - Present
Cordillera Wealth Alliance May 2009 - April 2012
Mueller Investments/AFA Financial Group December 2004 - November 2007
WR Hambrecht + Co 2000 - 2003
Charles Schwab January 1996 - January 1999
Skills
Retirement, Wealth, Personal Finance, Series 7, Wealth Management, Investments, Investment Advisory, Series 63, Financial Analysis, Securities, Financial Modeling, Asset Managment, Fixed Income, Trading, Strategic Financial..., Asset Management, Brokerage, Portfolio Management, Investment Strategies, Equities, Estate Planning, Mutual Funds, Retirement Planning, Alternative Investments, Strategy, Financial Advisory, Asset Allocation, Uniform Combined State..., Series 65, Finance, Risk Management, Financial Services, Investment Management, Insurance
Education
Arizona State University 1991 — 1995
B.S., Finance
Wood River High School, Hailey Idaho 1988 — 1991
Rob Ruebusch's Independent Financial Group Experience 1985 - Present
Job Manager at Independent Financial Group
Industry Financial Services
Experience
Independent Financial Group 1985 - Present
Merrill Lynch January 1985 - January 1995
Skills
Entrepreneurship, Microsoft Office, Coaching, Investors, Public Speaking, Investments, Customer Service, PowerPoint, Management, New Business Development, Social Media, Microsoft Excel, Strategic Planning, Sales, Teaching, Leadership, Project Management
Education
The University of New Mexico
BA, Business and Biology
Independent Financial Group 1985 - Present
Merrill Lynch January 1985 - January 1995
Skills
Entrepreneurship, Microsoft Office, Coaching, Investors, Public Speaking, Investments, Customer Service, PowerPoint, Management, New Business Development, Social Media, Microsoft Excel, Strategic Planning, Sales, Teaching, Leadership, Project Management
Education
The University of New Mexico
BA, Business and Biology
Aaron A Simone Aaron A Simone's Independent Financial Group Experience September 2010 - Present
Job Financial Advisor at Independent Financial Group
Industry Financial Services
Experience
Sultra Corporation February 2011 - Present
Independent Financial Group September 2010 - Present
Wells Fargo Advisors, LLC 2009 - September 2010
Wachovia Securities January 2008 - 2009
A.G. Edwards & Sons, Inc. 2006 - January 2008
The Innovations Group Inc 1997 - 2007
Skills
Finance, Management, Investment Advisory, Investments, Series 7, Retirement Planning, Small Business, Wealth Management, Mutual Funds, Portfolio Management, Financial Planning, Strategic Planning, Strategic Financial..., Insurance, Asset Managment, Retirement, Financial Advisory, Asset Management, Microsoft Office, Social Media, Negotiation, Microsoft Word, Marketing Strategy, Marketing, Financial Analysis, Series 63, 401k, Outlook, Public Speaking, Start-ups, Customer Service, Business Planning, New Business Development, Asset Allocation, Fixed Annuities, Investment Strategies, Securities, IRAs, Life Insurance, Investment Management, Bonds, Equities, Variable Annuities, 401k Rollovers, Relationship Management, Entrepreneurship, Separately Managed..., Alternative Investments, Employee Benefits, Property & Casualty...
Education
California Lutheran University 2009 — 2012
California State University Channel Islands 2003 — 2006
bus, Busniess major minor Economics
San Diego State University-California State University 1998 — 2000
Sultra Corporation February 2011 - Present
Independent Financial Group September 2010 - Present
Wells Fargo Advisors, LLC 2009 - September 2010
Wachovia Securities January 2008 - 2009
A.G. Edwards & Sons, Inc. 2006 - January 2008
The Innovations Group Inc 1997 - 2007
Skills
Finance, Management, Investment Advisory, Investments, Series 7, Retirement Planning, Small Business, Wealth Management, Mutual Funds, Portfolio Management, Financial Planning, Strategic Planning, Strategic Financial..., Insurance, Asset Managment, Retirement, Financial Advisory, Asset Management, Microsoft Office, Social Media, Negotiation, Microsoft Word, Marketing Strategy, Marketing, Financial Analysis, Series 63, 401k, Outlook, Public Speaking, Start-ups, Customer Service, Business Planning, New Business Development, Asset Allocation, Fixed Annuities, Investment Strategies, Securities, IRAs, Life Insurance, Investment Management, Bonds, Equities, Variable Annuities, 401k Rollovers, Relationship Management, Entrepreneurship, Separately Managed..., Alternative Investments, Employee Benefits, Property & Casualty...
Education
California Lutheran University 2009 — 2012
California State University Channel Islands 2003 — 2006
bus, Busniess major minor Economics
San Diego State University-California State University 1998 — 2000
John Kozakis, CFP John Kozakis, CFP's Independent Financial Group Experience March 1987 - December 1989
Job Managing Director/Wealth Management Advisor at Clinton Financial Group, LLC
Industry Financial Services
Experience
Northwestern Mutual August 2002 - Present
BNI (Business Networking International) 2004 - 2007
AIG January 2000 - December 2002
MetLife January 1990 - December 1999
Independent Financial Group March 1987 - December 1989
Skills
Investments, Wealth Management, Program Management, Insurance, Management, Securities, Series 7, Marketing, Mutual Funds, Finance, Financial Planning, Series 63, Fixed Annuities, Retirement Planning
Education
University of Pennsylvania 1980 — 1984
Bachelors, Economics & Finance
Clarkstown High School South 1976 — 1980
Northwestern Mutual August 2002 - Present
BNI (Business Networking International) 2004 - 2007
AIG January 2000 - December 2002
MetLife January 1990 - December 1999
Independent Financial Group March 1987 - December 1989
Skills
Investments, Wealth Management, Program Management, Insurance, Management, Securities, Series 7, Marketing, Mutual Funds, Finance, Financial Planning, Series 63, Fixed Annuities, Retirement Planning
Education
University of Pennsylvania 1980 — 1984
Bachelors, Economics & Finance
Clarkstown High School South 1976 — 1980
Kelly Clyde Kelly Clyde's Independent Financial Group Experience July 2009 - Present
Job Partner and Registered Principal at South Coast Investment Advisors, LLC
Industry Financial Services
Experience
South Coast Investment Advisors July 2009 - Present
Independent Financial Group July 2009 - Present
MCL Financial Group July 2005 - July 2009
Morgan Stanley July 2004 - July 2005
Skills
Securities, Investments, Investment Advisory, Mutual Funds, Insurance, Real Estate Analysis, Retirement Income, Tactical Asset..., Oil & Natural Gas..., Strategic Investment..., Personal Financial..., Legacy Planning, Private Placement..., Non-Traded REIT Analysis, Wealth Accumulation, Wealth Management, REIT, Private Placements, Retirement, Alternative Investments
Education
University of California, Santa Barbara 2000 — 2004
BA, Business Economics
San Ramon Valley High School 1996 — 2000
South Coast Investment Advisors July 2009 - Present
Independent Financial Group July 2009 - Present
MCL Financial Group July 2005 - July 2009
Morgan Stanley July 2004 - July 2005
Skills
Securities, Investments, Investment Advisory, Mutual Funds, Insurance, Real Estate Analysis, Retirement Income, Tactical Asset..., Oil & Natural Gas..., Strategic Investment..., Personal Financial..., Legacy Planning, Private Placement..., Non-Traded REIT Analysis, Wealth Accumulation, Wealth Management, REIT, Private Placements, Retirement, Alternative Investments
Education
University of California, Santa Barbara 2000 — 2004
BA, Business Economics
San Ramon Valley High School 1996 — 2000
Richard Mazzochi Richard Mazzochi's Independent Financial Group Experience January 2012 - August 2014
Job Senior Marketing Specialist at Bedrock Financial Services
Industry Financial Services
Experience
Bedrock Financial Services March 2015 - Present
Strategic Wealth Associates October 2013 - March 2015
Independent Financial Group January 2012 - August 2014
Lifewise Assurance Company of Arizona June 2004 - August 2007
AIG Insurance July 2002 - June 2004
Benesight September 2000 - July 2002
Skills
Brokers, Strategic Planning, Sales, New Business Development, Management, Sales Operations, Marketing, Analysis, Process Improvement, Program Management, Negotiation, Microsoft Excel, PowerPoint, Access, Microsoft Word, Proposal Writing, Underwriting, Insurance, Account Management, Employee Benefits, Sales Management, Team Building
Education
Mesa Community College 2011 — 2013
Marketing/Public Relations, Marketing/PR
Hayfield High School 1982 — 1986
H.S. Diploma, English Language and Literature/Letters
Bedrock Financial Services March 2015 - Present
Strategic Wealth Associates October 2013 - March 2015
Independent Financial Group January 2012 - August 2014
Lifewise Assurance Company of Arizona June 2004 - August 2007
AIG Insurance July 2002 - June 2004
Benesight September 2000 - July 2002
Skills
Brokers, Strategic Planning, Sales, New Business Development, Management, Sales Operations, Marketing, Analysis, Process Improvement, Program Management, Negotiation, Microsoft Excel, PowerPoint, Access, Microsoft Word, Proposal Writing, Underwriting, Insurance, Account Management, Employee Benefits, Sales Management, Team Building
Education
Mesa Community College 2011 — 2013
Marketing/Public Relations, Marketing/PR
Hayfield High School 1982 — 1986
H.S. Diploma, English Language and Literature/Letters
Douglas Greer's Independent Financial Group Experience 1997 - 2001
Job Grange Insurance
Industry Insurance
Experience
Grange Insurance June 2013 - Present
Cincinnati Financial Corporation 2009 - June 2013
Cincinnati Financial Corporation 2007 - 2009
Cincinnati Financial Corporation 2005 - 2007
Cincinnati Financial Corporation 2003 - 2005
Cincinnati Financial Corporation 2001 - 2003
Independent Financial Group 1997 - 2001
John Hancock Financial Services 1994 - 1997
United States Army Reserve 1990 - 1996
Skills
Risk Management, Underwriting, Commercial Insurance, Property & Casualty..., Casualty, Liability, Commercial Lines, General Insurance, Employment Practices..., Inland Marine, Professional Liability, Reinsurance, Umbrella Insurance, Workers Compensation, Brokers, Claim, Claims Management, Casualty Insurance
Education
Wright State University 1992 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
Cincinnati State Technical and Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Grange Insurance June 2013 - Present
Cincinnati Financial Corporation 2009 - June 2013
Cincinnati Financial Corporation 2007 - 2009
Cincinnati Financial Corporation 2005 - 2007
Cincinnati Financial Corporation 2003 - 2005
Cincinnati Financial Corporation 2001 - 2003
Independent Financial Group 1997 - 2001
John Hancock Financial Services 1994 - 1997
United States Army Reserve 1990 - 1996
Skills
Risk Management, Underwriting, Commercial Insurance, Property & Casualty..., Casualty, Liability, Commercial Lines, General Insurance, Employment Practices..., Inland Marine, Professional Liability, Reinsurance, Umbrella Insurance, Workers Compensation, Brokers, Claim, Claims Management, Casualty Insurance
Education
Wright State University 1992 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
Cincinnati State Technical and Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Suzie Achin Suzie Achin's Independent Financial Group Experience September 2011 - June 2012
Job Key Account Manager at SGS
Industry Marketing and Advertising
Experience
SGS April 2013 - Present
Independent Financial Group September 2011 - June 2012
LPL Financial September 2008 - September 2011
Zimmer March 2006 - September 2009
Wells Publishing February 2001 - March 2006
Chase Manhattan Corporation 1999 - 2001
Skills
Marketing Communications, Marketing Strategy, Marketing, Copywriting, Email Marketing, Market Research, Lead Generation, Newsletters, New Business Development, Competitive Analysis, Product Marketing, Advertising, Product Launch, Sales Management, Trade Shows, Marketing Management, Product Development, Business Development, Sales Operations, Product Management, International Marketing, B2B, Online Marketing, Market Analysis, Social Media Marketing, Online Advertising, Digital Marketing, Brand Management, Market Planning, Direct Mail, Direct Marketing, SEO, Start-ups, Social Networking, Management, Entrepreneurship, Brand Development, Account Management, E-commerce, Sales, PPC, Digital Media, Integrated Marketing, Selling, CRM, Strategic Partnerships
Education
San Diego State University
Bachelor of Arts, International Business
San Diego State University-California State University
Web Development
SGS April 2013 - Present
Independent Financial Group September 2011 - June 2012
LPL Financial September 2008 - September 2011
Zimmer March 2006 - September 2009
Wells Publishing February 2001 - March 2006
Chase Manhattan Corporation 1999 - 2001
Skills
Marketing Communications, Marketing Strategy, Marketing, Copywriting, Email Marketing, Market Research, Lead Generation, Newsletters, New Business Development, Competitive Analysis, Product Marketing, Advertising, Product Launch, Sales Management, Trade Shows, Marketing Management, Product Development, Business Development, Sales Operations, Product Management, International Marketing, B2B, Online Marketing, Market Analysis, Social Media Marketing, Online Advertising, Digital Marketing, Brand Management, Market Planning, Direct Mail, Direct Marketing, SEO, Start-ups, Social Networking, Management, Entrepreneurship, Brand Development, Account Management, E-commerce, Sales, PPC, Digital Media, Integrated Marketing, Selling, CRM, Strategic Partnerships
Education
San Diego State University
Bachelor of Arts, International Business
San Diego State University-California State University
Web Development
Thomas Shaffer's Independent Financial Group Experience January 2008 - July 2008
Job Finance Professional w/ Management Consulting & Banking Experience
Industry Banking
Experience
California Bank & Trust 2012 - Present
Merrill Lynch July 2011 - September 2011
Cengage Learning August 2008 - June 2010
Independent Financial Group January 2008 - July 2008
Maram Holdings June 2007 - September 2007
The Parthenon Group August 2005 - June 2007
Education
University of San Diego 2010 — 2011
Master of Business Administration (M.B.A.)
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
The Bridge Program
University of San Diego 2001 — 2005
Bachelor of Business Administration (B.B.A.)
California Bank & Trust 2012 - Present
Merrill Lynch July 2011 - September 2011
Cengage Learning August 2008 - June 2010
Independent Financial Group January 2008 - July 2008
Maram Holdings June 2007 - September 2007
The Parthenon Group August 2005 - June 2007
Education
University of San Diego 2010 — 2011
Master of Business Administration (M.B.A.)
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
The Bridge Program
University of San Diego 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Dave Bravender's Independent Financial Group Experience April 2008 - Present
Job Investment Advisor Representative at Independent Financial Group
Industry Financial Services
Experience
Independent Financial Group April 2008 - Present
Waddell & Reed Financial Services December 2006 - March 2008
Independent Financial Group May 2004 - November 2006
Education
University of California, Santa Barbara 1971 — 1974
BA
Independent Financial Group April 2008 - Present
Waddell & Reed Financial Services December 2006 - March 2008
Independent Financial Group May 2004 - November 2006
Education
University of California, Santa Barbara 1971 — 1974
BA
Zoe Ng's Independent Financial Group Experience September 1999 - Present
Job Certified Senior Advisor at Independent Financial Group
Industry Financial Services
Experience
Independent Financial Group September 1999 - Present
John K Lee CFP, CPA Office 1999 - Present
Skills
Fixed Annuities, Retirement Planning, Series 63, Series 7, Wealth Management
Education
Dalhousie University 1984 — 1988
B. Com, Marketing
Pentecostal School 1978 — 1982
Independent Financial Group September 1999 - Present
John K Lee CFP, CPA Office 1999 - Present
Skills
Fixed Annuities, Retirement Planning, Series 63, Series 7, Wealth Management
Education
Dalhousie University 1984 — 1988
B. Com, Marketing
Pentecostal School 1978 — 1982
Denise Leon's Independent Financial Group Experience CFOSYSTRAN1992 - 1998
Job VP of Finance at Independent Financial Group
Industry Financial Services
Experience
Independent Financial Group CFOSYSTRAN1992 - 1998
Skills
Analysis, Business Analysis, Strategic Planning, Budgets, Process Improvement
Education
San Diego State University-California State University 1978 — 1983
Bachelor of Science (B.S.), Accounting and Computer Science
Independent Financial Group CFOSYSTRAN1992 - 1998
Skills
Analysis, Business Analysis, Strategic Planning, Budgets, Process Improvement
Education
San Diego State University-California State University 1978 — 1983
Bachelor of Science (B.S.), Accounting and Computer Science
Maris Bogan's Independent Financial Group Experience 1988 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Independent Financial Group 1988 - Present
Fisher Camuto Corp 1981 - 1988
Eagle Hill School 1976 - 1981
Education
Southern Connecticut State University
BS, Special Education K-12
Independent Financial Group 1988 - Present
Fisher Camuto Corp 1981 - 1988
Eagle Hill School 1976 - 1981
Education
Southern Connecticut State University
BS, Special Education K-12
Jose Hizon's Independent Financial Group Experience January 2011 - Present
Job Registered Administrator
Industry Investment Management
Experience
Hall and Chambers Real Estate Licensed RealtorPrudential California CompanyNovember 2011 - Present
Independent Financial Group January 2011 - Present
Prudential Financial 2009 - 2011
Lockheed Martin 2001 - 2008
Skills
Investments, Strategic Financial..., Mutual Funds, Retirement, Retirement Planning, Wealth Management, Real Estate, Asset Management, Insurance, Investment Strategies, Financial Services, Series 7, Series 63, Securities, Fixed Annuities, Life Insurance, Property
Education
Woodbury University 1999 — 2001
Master of Business Administration (MBA)
Embry-Riddle Aeronautical University
Master's degree, Technical Management
Hall and Chambers Real Estate Licensed RealtorPrudential California CompanyNovember 2011 - Present
Independent Financial Group January 2011 - Present
Prudential Financial 2009 - 2011
Lockheed Martin 2001 - 2008
Skills
Investments, Strategic Financial..., Mutual Funds, Retirement, Retirement Planning, Wealth Management, Real Estate, Asset Management, Insurance, Investment Strategies, Financial Services, Series 7, Series 63, Securities, Fixed Annuities, Life Insurance, Property
Education
Woodbury University 1999 — 2001
Master of Business Administration (MBA)
Embry-Riddle Aeronautical University
Master's degree, Technical Management
FRANCESCA AQUINO's Independent Financial Group Experience May 2014 - Present
Job Operations Specialist at Independent Financial Group
Industry Financial Services
Experience
Independent Financial Group May 2014 - Present
LPL Financial March 2013 - May 2014
LPL Financial December 2012 - March 2013
Cricket Communications August 2012 - September 2012
Monroe Clark Middle School January 2011 - March 2012
San Diego State University August 2010 - December 2010
Limelight Public Relations, Inc. May 2010 - August 2010
KB Books July 2008 - May 2010
Skills
English, French,..., Analysis, Editing, Microsoft Office, Public Relations, Microsoft Excel, Statistics, Databases, English, PowerPoint, Microsoft Word, Public Speaking, Social Media, Customer Service, Tutoring
Education
San Diego State University-California State University 2006 — 2011
Bachelor of Arts, Economics
Independent Financial Group May 2014 - Present
LPL Financial March 2013 - May 2014
LPL Financial December 2012 - March 2013
Cricket Communications August 2012 - September 2012
Monroe Clark Middle School January 2011 - March 2012
San Diego State University August 2010 - December 2010
Limelight Public Relations, Inc. May 2010 - August 2010
KB Books July 2008 - May 2010
Skills
English, French,..., Analysis, Editing, Microsoft Office, Public Relations, Microsoft Excel, Statistics, Databases, English, PowerPoint, Microsoft Word, Public Speaking, Social Media, Customer Service, Tutoring
Education
San Diego State University-California State University 2006 — 2011
Bachelor of Arts, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY