Independent Financial Partners (IFP)
Industry: Company
DescriptionFounded: 2000 Parent organization: Private Wealth Alliance, LLC
Independent Financial Partners (IFP) List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Independent Financial Partners (IFP). You can filter them based on skills, years of employment, job, education, department, and prior employment.
Independent Financial Partners (IFP) Salaries. You can even request information on how much does Independent Financial Partners (IFP) pay if you want to. Learn about salaries, pros and cons of working for Independent Financial Partners (IFP) 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!
24 Independent Financial Partners (IFP) employees in database. Find out everything there's to know about Independent Financial Partners (IFP) 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 Partners (IFP) Employees
Employee
Years
Job
Industry
Michael Moffa, CRPC®, AWMA®, RFC® Michael Moffa, CRPC®, AWMA®, RFC®'s Independent Financial Partners (IFP) Experience November 2010 - Present
Job Michael Moffa guides Business Owners, Dentists, Physicians and Real Estate Owners on Sound Financial Advice.
Industry Financial Services
Experience
Prosperity Wealth Advisors, Inc. November 2010 - Present
Prosperity Wealth Advisors, Inc. November 2010 - Present
Prosperity Wealth Advisors, Inc. November 2010 - Present
Independent Financial Partners (IFP) November 2010 - Present
Skills
Strategic Financial..., Wealth Management, Investments, Mutual Funds, Investment Strategies, Asset Allocation, Retirement Planning, Finance, Asset Management, Financial Advisory, Portfolio Management, Securities, Retirement, Estate Planning, Alternative Investments, Investment Advisory, Risk Management, Series 7, Wealth Management..., Wealth Accumulation, Wealth Preservation, Wealth Transfer, Financial Planning, Insurance, Business Planning, Investment Management, Stocks, ETFs, Bonds, Pensions, Financial Planners, 401k, High Net Worth..., FINRA, Employee Benefits, Defined Benefit Plan ..., Options, Separately Managed..., Financial Services
Education
International Association of Registered Financial Consultants
RFC® - Registered Financial Consultant
Institute for Divorce Financial Analysts
Certified Divorce Financial Analyst
College for Financial Planning
AWMA® Accredited Wealth Management Advisor
College for Financial Planning
CRPC® Chartered Retirement Planning Counselor
ITT Technical Institute
AS, Network Systems Engineer
Investment Management Consultants Association (IMCA)
Premier Investment & Wealth Management
New York University
Finance and Accounting
St. Petersburg College
Cisco Network Engineering Program
Prosperity Wealth Advisors, Inc. November 2010 - Present
Prosperity Wealth Advisors, Inc. November 2010 - Present
Prosperity Wealth Advisors, Inc. November 2010 - Present
Independent Financial Partners (IFP) November 2010 - Present
Skills
Strategic Financial..., Wealth Management, Investments, Mutual Funds, Investment Strategies, Asset Allocation, Retirement Planning, Finance, Asset Management, Financial Advisory, Portfolio Management, Securities, Retirement, Estate Planning, Alternative Investments, Investment Advisory, Risk Management, Series 7, Wealth Management..., Wealth Accumulation, Wealth Preservation, Wealth Transfer, Financial Planning, Insurance, Business Planning, Investment Management, Stocks, ETFs, Bonds, Pensions, Financial Planners, 401k, High Net Worth..., FINRA, Employee Benefits, Defined Benefit Plan ..., Options, Separately Managed..., Financial Services
Education
International Association of Registered Financial Consultants
RFC® - Registered Financial Consultant
Institute for Divorce Financial Analysts
Certified Divorce Financial Analyst
College for Financial Planning
AWMA® Accredited Wealth Management Advisor
College for Financial Planning
CRPC® Chartered Retirement Planning Counselor
ITT Technical Institute
AS, Network Systems Engineer
Investment Management Consultants Association (IMCA)
Premier Investment & Wealth Management
New York University
Finance and Accounting
St. Petersburg College
Cisco Network Engineering Program
Brent Dadamo's Independent Financial Partners (IFP) Experience June 2013 - August 2013
Job Analyst at Teknos Associates
Industry Financial Services
Experience
Teknos Associates July 2015 - Present
Citi June 2014 - August 2014
Independent Financial Partners (IFP) June 2013 - August 2013
Education
University of Florida - Hough Graduate School of Business 2013 — 2015
Master of Science (MS), Finance
University of Florida 2011 — 2014
Bachelor of Science (BS), Business Administration - Finance
Teknos Associates July 2015 - Present
Citi June 2014 - August 2014
Independent Financial Partners (IFP) June 2013 - August 2013
Education
University of Florida - Hough Graduate School of Business 2013 — 2015
Master of Science (MS), Finance
University of Florida 2011 — 2014
Bachelor of Science (BS), Business Administration - Finance
Russell McAlonie, ChFC® Russell McAlonie, ChFC®'s Independent Financial Partners (IFP) Experience March 2014 - Present
Job LPLFinancial ,Independent Financial Partners & Oswald Financial
Industry Financial Services
Experience
Independent Financial Partners (IFP) March 2014 - Present
Symphony Financial Services January 2012 - March 2014
North Star Wealth Management June 2008 - January 2012
Crown Financial Ministries 2008 - 2009
Toastmasters 2005 - 2009
Raymond James Financial November 2004 - June 2008
Skills
Strategic Financial..., Coaching, Small Business, Insurance, Retirement, 401k, Investments, Asset Allocation, Estate Planning, Finance, Retirement Planning, Account Management, Analysis, Banking, Employee Benefits, Financial Advisory, Wealth, Financial Planners, Networking, Sales, Marketing, Customer Service, Financial Services, Leadership Development, Strategic Planning, Public Speaking, Securities, Project Planning
Education
Malone University 1996 — 1998
BA, Business Management
Independent Financial Partners (IFP) March 2014 - Present
Symphony Financial Services January 2012 - March 2014
North Star Wealth Management June 2008 - January 2012
Crown Financial Ministries 2008 - 2009
Toastmasters 2005 - 2009
Raymond James Financial November 2004 - June 2008
Skills
Strategic Financial..., Coaching, Small Business, Insurance, Retirement, 401k, Investments, Asset Allocation, Estate Planning, Finance, Retirement Planning, Account Management, Analysis, Banking, Employee Benefits, Financial Advisory, Wealth, Financial Planners, Networking, Sales, Marketing, Customer Service, Financial Services, Leadership Development, Strategic Planning, Public Speaking, Securities, Project Planning
Education
Malone University 1996 — 1998
BA, Business Management
Kelle Schnabel Kelle Schnabel's Independent Financial Partners (IFP) Experience September 2012 - Present
Job Specialist, Insurance Services at Independent Financial Partners (IFP)
Industry Financial Services
Experience
Independent Financial Partners (IFP) September 2012 - Present
LTC Financial Partners March 2012 - September 2012
Maria Maranda State Farm Insurance June 2011 - January 2012
State Farm Insurance September 2004 - June 2011
Christ the King Church July 2004 - December 2009
State Farm Insurance April 2004 - October 2004
State Farm Insurance December 2002 - April 2004
Bank One March 2000 - December 2002
Skills
Music Ministry, Team Building, Retirement Planning, Management, Time Management, Customer Service, Long Term Care Insurance, Networking, Insurance, Mutual Funds, Retirement, Life Insurance, Sales, Financial Services, Long-term Care, Financial Advisory, Training, Small Business, Strategic Planning, Health Insurance, Loans, Employee Benefits, Term Life Insurance
Education
The American College 2002 — 2011
ChFC Designation, Financial Services
Florida State University 1980 — 1984
BME, Music Education
Hollywood Hills Highschool 1976 — 1980
Diploma
Independent Financial Partners (IFP) September 2012 - Present
LTC Financial Partners March 2012 - September 2012
Maria Maranda State Farm Insurance June 2011 - January 2012
State Farm Insurance September 2004 - June 2011
Christ the King Church July 2004 - December 2009
State Farm Insurance April 2004 - October 2004
State Farm Insurance December 2002 - April 2004
Bank One March 2000 - December 2002
Skills
Music Ministry, Team Building, Retirement Planning, Management, Time Management, Customer Service, Long Term Care Insurance, Networking, Insurance, Mutual Funds, Retirement, Life Insurance, Sales, Financial Services, Long-term Care, Financial Advisory, Training, Small Business, Strategic Planning, Health Insurance, Loans, Employee Benefits, Term Life Insurance
Education
The American College 2002 — 2011
ChFC Designation, Financial Services
Florida State University 1980 — 1984
BME, Music Education
Hollywood Hills Highschool 1976 — 1980
Diploma
Kim Shaw Elliott Kim Shaw Elliott's Independent Financial Partners (IFP) Experience June 2015 - Present
Job President, IFP Plan Advisors at Independent Financial Partners (IFP)
Industry Financial Services
Experience
Independent Financial Partners (IFP) June 2015 - Present
Baugh, Dalton, Carlson & Ryan, LLC January 2014 - June 2015
Bates Group, LLC 2014 - June 2015
Roberts Elliott, LLP January 2012 - January 2014
Pension Resource Institute, LLC January 2012 - January 2014
EverBank 2010 - 2011
Edward Jones 2006 - 2010
First Financial Planners, Inc. 2002 - 2006
Zurich Life 1999 - 2001
GENAMERICA COMPANIES 1985 - 1998
Skills
FINRA, Securities Regulation, Mutual Funds, ERISA, Retirement, Investments, Wealth Management, Securities, 401k, Financial Services, Insurance, IRAs, Commercial Litigation, Estate Planning, Employee Benefits, Investment Advisory, Corporate Governance, Dispute Resolution, Tax, Legal Compliance, Employment Law, Securities Litigation, Retirement Planning, Series 24, Profit Sharing, Investment Management, Pensions, Fiduciary, Series 7, 3(16) Services
Education
Washington University in St. Louis - Olin Business School
Executive MBA
Washington University in St. Louis School of Law
LLM, Graduate Law- Taxation
Washington University in St. Louis School of Law 1976 — 1979
JD, Law
Southern Illinois University, Edwardsville
Bachelor of Science (BS), Mass Communications- Radio/TV
Independent Financial Partners (IFP) June 2015 - Present
Baugh, Dalton, Carlson & Ryan, LLC January 2014 - June 2015
Bates Group, LLC 2014 - June 2015
Roberts Elliott, LLP January 2012 - January 2014
Pension Resource Institute, LLC January 2012 - January 2014
EverBank 2010 - 2011
Edward Jones 2006 - 2010
First Financial Planners, Inc. 2002 - 2006
Zurich Life 1999 - 2001
GENAMERICA COMPANIES 1985 - 1998
Skills
FINRA, Securities Regulation, Mutual Funds, ERISA, Retirement, Investments, Wealth Management, Securities, 401k, Financial Services, Insurance, IRAs, Commercial Litigation, Estate Planning, Employee Benefits, Investment Advisory, Corporate Governance, Dispute Resolution, Tax, Legal Compliance, Employment Law, Securities Litigation, Retirement Planning, Series 24, Profit Sharing, Investment Management, Pensions, Fiduciary, Series 7, 3(16) Services
Education
Washington University in St. Louis - Olin Business School
Executive MBA
Washington University in St. Louis School of Law
LLM, Graduate Law- Taxation
Washington University in St. Louis School of Law 1976 — 1979
JD, Law
Southern Illinois University, Edwardsville
Bachelor of Science (BS), Mass Communications- Radio/TV
Dan Mageras, CFP® Dan Mageras, CFP®'s Independent Financial Partners (IFP) Experience July 2011 - Present
Job CERTIFIED FINANCIAL PLANNER ™ at Independent Financial Partners (IFP)
Industry Investment Management
Experience
MAGERAS Financial Planning July 2011 - Present
Independent Financial Partners (IFP) July 2011 - Present
Skills
Retirement Planning, Investment Management, Comprehensive Financial..., Estate Planning, Insurance and Liability..., Alternative Investments, Education Planning, Philanthropy, Tax Management, Executive Compensation..., Trust Services, Institutional Guidance
Education
Eckerd College 1992 — 1996
Bachelor of Arts, Psychology
Landmark College 1991 — 1992
MAGERAS Financial Planning July 2011 - Present
Independent Financial Partners (IFP) July 2011 - Present
Skills
Retirement Planning, Investment Management, Comprehensive Financial..., Estate Planning, Insurance and Liability..., Alternative Investments, Education Planning, Philanthropy, Tax Management, Executive Compensation..., Trust Services, Institutional Guidance
Education
Eckerd College 1992 — 1996
Bachelor of Arts, Psychology
Landmark College 1991 — 1992
Edward Vinette Edward Vinette's Independent Financial Partners (IFP) Experience January 2010 - Present
Job Independent Financial Advisor
Industry Financial Services
Experience
Independent Financial Partners (IFP) January 2010 - Present
GunnAllen Financial June 2007 - January 2010
Retirement Plan Consultants, Inc. January 1998 - June 2007
Skills
Securities, FINRA, Retirement Planning, Retirement, Series 7, 401k, Fixed Annuities, Wealth Management, Asset Allocation, Investment Advisory, Series 63, 401k Rollovers, Estate Planning, Mutual Funds, Investments, Strategic Financial..., Life Insurance, Pensions, Long-term Care, Disability Insurance, AIF®
Education
FI360 2014 — 2014
Accredited Investment Fiduciary, AIF ®, AIF®
Central Michigan University 1980 — 1984
BS, Business / Psychology
Independent Financial Partners (IFP) January 2010 - Present
GunnAllen Financial June 2007 - January 2010
Retirement Plan Consultants, Inc. January 1998 - June 2007
Skills
Securities, FINRA, Retirement Planning, Retirement, Series 7, 401k, Fixed Annuities, Wealth Management, Asset Allocation, Investment Advisory, Series 63, 401k Rollovers, Estate Planning, Mutual Funds, Investments, Strategic Financial..., Life Insurance, Pensions, Long-term Care, Disability Insurance, AIF®
Education
FI360 2014 — 2014
Accredited Investment Fiduciary, AIF ®, AIF®
Central Michigan University 1980 — 1984
BS, Business / Psychology
Jennifer Tanck, Esq.'s Independent Financial Partners (IFP) Experience December 2010 - November 2012
Job Senior Vice President of Account Management at Aspire Financial Services
Industry Financial Services
Experience
Aspire Financial Services March 2013 - Present
Independent Financial Partners (IFP) December 2010 - November 2012
Independent Financial Partners (IFP) December 2008 - December 2010
KPMG May 2007 - December 2008
Capital Planning, LLC June 1997 - June 2006
Skills
Series 24, Series 7, Series 66, Series 63, Florida Bar Licensed, Multi-State Liquor..., State & Local Tax..., Uniform Combined State..., Licensing, Wealth Management, Investment Advisory, Retirement Planning, Strategic Financial..., Financial Advisory, Financial Services, Securities, Finance, Insurance, Retirement, 401k, Mutual Funds, Financial Planning
Education
Stetson University College of Law 2004 — 2007
Juris Doctorate, Tax & Securities Law
University of South Florida 1996 — 1999
Bachelor of Science, Management Information Systems
University of Florida 1994 — 1996
Aspire Financial Services March 2013 - Present
Independent Financial Partners (IFP) December 2010 - November 2012
Independent Financial Partners (IFP) December 2008 - December 2010
KPMG May 2007 - December 2008
Capital Planning, LLC June 1997 - June 2006
Skills
Series 24, Series 7, Series 66, Series 63, Florida Bar Licensed, Multi-State Liquor..., State & Local Tax..., Uniform Combined State..., Licensing, Wealth Management, Investment Advisory, Retirement Planning, Strategic Financial..., Financial Advisory, Financial Services, Securities, Finance, Insurance, Retirement, 401k, Mutual Funds, Financial Planning
Education
Stetson University College of Law 2004 — 2007
Juris Doctorate, Tax & Securities Law
University of South Florida 1996 — 1999
Bachelor of Science, Management Information Systems
University of Florida 1994 — 1996
Todd Zhang's Independent Financial Partners (IFP) Experience December 2013 - June 2014
Job Corporate Counsel, Bloomin' Brands, Inc.
Industry Law Practice
Experience
Bloomin' Brands, Inc. June 2014 - Present
Independent Financial Partners (IFP) December 2013 - June 2014
Richard Benjamin Wilkes, P.A. April 2012 - November 2013
United States Bankruptcy Court for the Middle District of Florida August 2011 - December 2011
Stetson University College of Law September 2009 - December 2011
United States District Court for the Middle District of Florida January 2011 - August 2011
Florida Supreme Court August 2010 - December 2010
United States District Court for the Middle District of Florida June 2010 - August 2010
Skills
Legal Writing, Legal Research, Litigation, Corporate Law, Securities, Corporate Governance, ERISA, 401k, Healthcare, Legal Compliance, Contract Negotiation, Drafting Agreements, Business Transactions, Employee Benefits
Education
Stetson University College of Law 2009 — 2011
Doctor of Law (J.D.)
University of Florida 2002 — 2007
Bachelor of Science (B.S.), Psychology
Bloomin' Brands, Inc. June 2014 - Present
Independent Financial Partners (IFP) December 2013 - June 2014
Richard Benjamin Wilkes, P.A. April 2012 - November 2013
United States Bankruptcy Court for the Middle District of Florida August 2011 - December 2011
Stetson University College of Law September 2009 - December 2011
United States District Court for the Middle District of Florida January 2011 - August 2011
Florida Supreme Court August 2010 - December 2010
United States District Court for the Middle District of Florida June 2010 - August 2010
Skills
Legal Writing, Legal Research, Litigation, Corporate Law, Securities, Corporate Governance, ERISA, 401k, Healthcare, Legal Compliance, Contract Negotiation, Drafting Agreements, Business Transactions, Employee Benefits
Education
Stetson University College of Law 2009 — 2011
Doctor of Law (J.D.)
University of Florida 2002 — 2007
Bachelor of Science (B.S.), Psychology
Lucy Rivera Lucy Rivera's Independent Financial Partners (IFP) Experience June 2014 - Present
Job Office Coordinator at Independent Financial Partners (IFP)
Industry Consumer Services
Experience
Independent Financial Partners (IFP) June 2014 - Present
Artistic Landscapes, LLC November 2009 - April 2015
RMG Mall Media August 2013 - May 2014
Akoo International, Inc. August 2011 - December 2012
Gap Inc./Old Navy November 2010 - August 2011
Skills
Leadership, Teamwork, Marketing Communications, Retail, Budgets, Outlook, Social Media Marketing, Microsoft Office, Advertising, Social Networking, Microsoft Word, Social Media, Event Planning, Microsoft Excel, Facebook, Sales, Management, PowerPoint, Marketing, Customer Service
Education
Northeastern Illinois University 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Independent Financial Partners (IFP) June 2014 - Present
Artistic Landscapes, LLC November 2009 - April 2015
RMG Mall Media August 2013 - May 2014
Akoo International, Inc. August 2011 - December 2012
Gap Inc./Old Navy November 2010 - August 2011
Skills
Leadership, Teamwork, Marketing Communications, Retail, Budgets, Outlook, Social Media Marketing, Microsoft Office, Advertising, Social Networking, Microsoft Word, Social Media, Event Planning, Microsoft Excel, Facebook, Sales, Management, PowerPoint, Marketing, Customer Service
Education
Northeastern Illinois University 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Edmund Cordero Edmund Cordero's Independent Financial Partners (IFP) Experience March 2012 - December 2013
Job Financial Advisor
Industry Investment Management
Experience
WealthStar Advisors, LLC January 2014 - Present
Independent Financial Partners (IFP) March 2012 - December 2013
PDIV July 2011 - February 2012
Ameriprise Financial Services, Inc. October 1997 - June 2011
The Coca-Cola Company 1992 - 1998
State of California 1990 - 1992
Skills
Financial Planning, Investment Management, Investment Strategies, Retirement Planning, Tax strategies, Estate Planning, Investment Advisory, Mutual Funds, Retirement
Education
Franciscan University of Steubenville 1986 — 1990
BA, Biology
University of the Visayas 1985 — 1986
Bachelor of Arts (B.A.), High School/Secondary Diplomas and Certificates
St. Anne High School, Warren MI 1983 — 1985
High School/Secondary Diplomas and Certificates
WealthStar Advisors, LLC January 2014 - Present
Independent Financial Partners (IFP) March 2012 - December 2013
PDIV July 2011 - February 2012
Ameriprise Financial Services, Inc. October 1997 - June 2011
The Coca-Cola Company 1992 - 1998
State of California 1990 - 1992
Skills
Financial Planning, Investment Management, Investment Strategies, Retirement Planning, Tax strategies, Estate Planning, Investment Advisory, Mutual Funds, Retirement
Education
Franciscan University of Steubenville 1986 — 1990
BA, Biology
University of the Visayas 1985 — 1986
Bachelor of Arts (B.A.), High School/Secondary Diplomas and Certificates
St. Anne High School, Warren MI 1983 — 1985
High School/Secondary Diplomas and Certificates
Aaron Gilman, CFA, CFP® Aaron Gilman, CFA, CFP®'s Independent Financial Partners (IFP) Experience May 2011 - Present
Job CIO at IFP and President at IFP Wealth Management
Industry Financial Services
Experience
IFP Wealth Management October 2014 - Present
Independent Financial Partners (IFP) May 2011 - Present
Koss Olinger Financial Group January 2008 - May 2011
Skills
Investments, Portfolio Management, Retirement Planning, Investment Advisory, Finance, Wealth Management, Series 7, Asset Management, Mutual Funds, Securities, Investment Strategies, Financial Advisory, Financial Planning, Asset Allocation
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BA, Finance, Real Estate
IFP Wealth Management October 2014 - Present
Independent Financial Partners (IFP) May 2011 - Present
Koss Olinger Financial Group January 2008 - May 2011
Skills
Investments, Portfolio Management, Retirement Planning, Investment Advisory, Finance, Wealth Management, Series 7, Asset Management, Mutual Funds, Securities, Investment Strategies, Financial Advisory, Financial Planning, Asset Allocation
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BA, Finance, Real Estate
Latoya Whiting's Independent Financial Partners (IFP) Experience June 2014 - September 2015
Job UCF Alumni, Accounting Professional
Industry Accounting
Experience
Adamo Construction LLC September 2014 - Present
Independent Financial Partners (IFP) June 2014 - September 2015
Law Office of Daniel Consuegra November 2012 - May 2014
Skills
Accounts Receivable, Microsoft Word, Finance, Accounts Payable, Budget Process, Financial Services, Microsoft Excel, Accounting, Invoicing, Account Reconciliation, Financial Reporting, Financial Analysis, QuickBooks, Financial Accounting, Financial Statements, Outlook
Education
University of Central Florida 2007 — 2012
Bachelor’s Degree
University of Phoenix
Master of Business Administration (M.B.A.)
Adamo Construction LLC September 2014 - Present
Independent Financial Partners (IFP) June 2014 - September 2015
Law Office of Daniel Consuegra November 2012 - May 2014
Skills
Accounts Receivable, Microsoft Word, Finance, Accounts Payable, Budget Process, Financial Services, Microsoft Excel, Accounting, Invoicing, Account Reconciliation, Financial Reporting, Financial Analysis, QuickBooks, Financial Accounting, Financial Statements, Outlook
Education
University of Central Florida 2007 — 2012
Bachelor’s Degree
University of Phoenix
Master of Business Administration (M.B.A.)
Angela Collazo Angela Collazo's Independent Financial Partners (IFP) Experience June 2015 - Present
Job Operations Liaison at Independent Financial Partners (IFP)
Industry Financial Services
Experience
Independent Financial Partners (IFP) June 2015 - Present
MES Solutions September 2013 - June 2015
Walt Disney World February 2006 - April 2013
Skills
Customer Service, Microsoft Office, Medical Terminology, Organizational..., Data Entry, Bilingual, Time Management, Scheduling, Teamwork, Communication, Microsoft Excel, Outlook, PowerPoint, Telephone Skills, Social Media, Event Planning, Microsoft Word
Education
University of South Florida 2006 — 2011
Bachelor of Science (BS), Biomedical Sciences, General
Independent Financial Partners (IFP) June 2015 - Present
MES Solutions September 2013 - June 2015
Walt Disney World February 2006 - April 2013
Skills
Customer Service, Microsoft Office, Medical Terminology, Organizational..., Data Entry, Bilingual, Time Management, Scheduling, Teamwork, Communication, Microsoft Excel, Outlook, PowerPoint, Telephone Skills, Social Media, Event Planning, Microsoft Word
Education
University of South Florida 2006 — 2011
Bachelor of Science (BS), Biomedical Sciences, General
Ned Van Riper Ned Van Riper's Independent Financial Partners (IFP) Experience May 2015 - Present
Job Director of Recruiting at Independent Financial Partners (IFP)
Industry Financial Services
Experience
Independent Financial Partners (IFP) May 2015 - Present
Join A Firm July 2011 - Present
Finetooth Consulting March 2009 - May 2015
LPL Financial Services April 2007 - January 2009
Smith Barney 2003 - 2007
Morgan Stanley 1999 - 2003
Skills
Recruiting, Financial Advisory, Wealth Management, Investments, Small Business, Social Media Marketing, Brokers, Start-ups, Mutual Funds, Financial Services, Transition Planning, Business Growth..., New Business Generation, Retirement Planning, Alternative Investments, Business Strategy, Strategic Financial..., Financial Planning, Asset Management, Financial Advisor & RIA..., Great Dad, Finance, Asset Allocation, Investment Advisory, Management Consulting, Series 7
Education
Ohio Wesleyan University 1991 — 1995
B.A., History
Friends Academy 1988 — 1991
Independent Financial Partners (IFP) May 2015 - Present
Join A Firm July 2011 - Present
Finetooth Consulting March 2009 - May 2015
LPL Financial Services April 2007 - January 2009
Smith Barney 2003 - 2007
Morgan Stanley 1999 - 2003
Skills
Recruiting, Financial Advisory, Wealth Management, Investments, Small Business, Social Media Marketing, Brokers, Start-ups, Mutual Funds, Financial Services, Transition Planning, Business Growth..., New Business Generation, Retirement Planning, Alternative Investments, Business Strategy, Strategic Financial..., Financial Planning, Asset Management, Financial Advisor & RIA..., Great Dad, Finance, Asset Allocation, Investment Advisory, Management Consulting, Series 7
Education
Ohio Wesleyan University 1991 — 1995
B.A., History
Friends Academy 1988 — 1991
Janet Barr, MS, ChFC, CLU Janet Barr, MS, ChFC, CLU's Independent Financial Partners (IFP) Experience August 2012 - Present
Job Financial Advisor Santa Barbara, Registered Principal (LPL Financial)
Industry Financial Services
Experience
LPL Financial 2006 - Present
Independent Financial Partners (IFP) August 2012 - Present
SB Estate Planning Council 2005 - 2015
Successful Life Story Transformations 2013 - 2014
Brooks Institute of Photography March 2000 - August 2011
Ameriprise July 1994 - January 2006
SB NewsPress 1991 - 1994
US Army August 1980 - August 1984
Skills
Comprehensive Wealth..., Comprehensive Financial..., Socially Responsible..., Green Alternative..., Estate Planning, Divorce Settlement..., Financial Life Planning, Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Securities, Wealth, Investment Management, Asset Management, Financial Services, Finance, FINRA, Personal Finance, Series 7, Retirement, Financial Planning, Small Business, Mutual Funds, Investment Strategies, Fixed Annuities, 401k, Series 63, Insurance, IRAs, Alternative Investments, Portfolio Management, Risk Management, Financial Analysis, Life Insurance, Equities, Strategic Planning, Long-term Care, Wealth Management..., Pensions, Fixed Income
Education
The American College 1999 — 2002
ChFC, Finance, General
Institute of Business and Finance 2006 — 2011
Masters of Science in Financial Services (MSFS), Finance, General
Matson Money
Investment Coaching Program, Investing and Behavioral Finance
Kinder Institute 2010 — 2011
Seven Stages of Money Maturity, Trained with George Kinder.
University of California, Santa Barbara 1988 — 1991
Bachelor of Arts, Liberal Arts and Sciences, General Studies and Humanities
LPL Financial 2006 - Present
Independent Financial Partners (IFP) August 2012 - Present
SB Estate Planning Council 2005 - 2015
Successful Life Story Transformations 2013 - 2014
Brooks Institute of Photography March 2000 - August 2011
Ameriprise July 1994 - January 2006
SB NewsPress 1991 - 1994
US Army August 1980 - August 1984
Skills
Comprehensive Wealth..., Comprehensive Financial..., Socially Responsible..., Green Alternative..., Estate Planning, Divorce Settlement..., Financial Life Planning, Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Securities, Wealth, Investment Management, Asset Management, Financial Services, Finance, FINRA, Personal Finance, Series 7, Retirement, Financial Planning, Small Business, Mutual Funds, Investment Strategies, Fixed Annuities, 401k, Series 63, Insurance, IRAs, Alternative Investments, Portfolio Management, Risk Management, Financial Analysis, Life Insurance, Equities, Strategic Planning, Long-term Care, Wealth Management..., Pensions, Fixed Income
Education
The American College 1999 — 2002
ChFC, Finance, General
Institute of Business and Finance 2006 — 2011
Masters of Science in Financial Services (MSFS), Finance, General
Matson Money
Investment Coaching Program, Investing and Behavioral Finance
Kinder Institute 2010 — 2011
Seven Stages of Money Maturity, Trained with George Kinder.
University of California, Santa Barbara 1988 — 1991
Bachelor of Arts, Liberal Arts and Sciences, General Studies and Humanities
Ryan Barocas's Independent Financial Partners (IFP) Experience May 2013 - August 2014
Job Research Analyst, Private Equity Services at McGladrey
Industry Financial Services
Experience
McGladrey August 2015 - Present
Independent Financial Partners (IFP) May 2013 - August 2014
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Teamwork, Social Networking, Facebook, Event Planning, Microsoft Office, Time Management, Finance, Leadership, Social Media Marketing
Education
University of Florida Hough Graduate School of Business 2013 — 2015
Master of Science (MS), Finance
University of Florida 2011 — 2014
Bachelor of Science (B.S.), Business Administration - Finance
McGladrey August 2015 - Present
Independent Financial Partners (IFP) May 2013 - August 2014
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Teamwork, Social Networking, Facebook, Event Planning, Microsoft Office, Time Management, Finance, Leadership, Social Media Marketing
Education
University of Florida Hough Graduate School of Business 2013 — 2015
Master of Science (MS), Finance
University of Florida 2011 — 2014
Bachelor of Science (B.S.), Business Administration - Finance
Clay Erbes Clay Erbes's Independent Financial Partners (IFP) Experience May 2012 - August 2012
Job Power & Automation Leaders Program
Industry Industrial Automation
Experience
ABB July 2015 - Present
ABB March 2015 - July 2015
ABB November 2014 - March 2015
Baldor Electric Company – A Member of the ABB Group February 2014 - November 2014
Johnson & Johnson - Vistakon May 2013 - August 2013
Independent Financial Partners (IFP) May 2012 - August 2012
Skills
Finance, Financial Modeling, Corporate Finance, Financial Analysis, Strategic Financial..., Bloomberg Terminal, Bloomberg, Economics, Financial Reporting, Microsoft Excel, SAP, Cost Accounting, Accounting, Forecasting
Education
University of Florida
BSBA, Finance
ABB July 2015 - Present
ABB March 2015 - July 2015
ABB November 2014 - March 2015
Baldor Electric Company – A Member of the ABB Group February 2014 - November 2014
Johnson & Johnson - Vistakon May 2013 - August 2013
Independent Financial Partners (IFP) May 2012 - August 2012
Skills
Finance, Financial Modeling, Corporate Finance, Financial Analysis, Strategic Financial..., Bloomberg Terminal, Bloomberg, Economics, Financial Reporting, Microsoft Excel, SAP, Cost Accounting, Accounting, Forecasting
Education
University of Florida
BSBA, Finance
W. Chris Hamm W. Chris Hamm's Independent Financial Partners (IFP) Experience 2012 - Present
Job Executive Vice President at Independent Financial Partners
Industry Financial Services
Experience
Independent Financial Partners (IFP) 2012 - Present
Bernstein Global Wealth Management 2010 - 2012
Skills
Series 7, Series 63, Series 65, Wealth Management, Investment Advisory, Estate Planning, Financial Advisory, FINRA, Investment Management, Uniform Combined State..., Finance, Retirement, 401k, ETFs, Financial Services, Due Diligence, Equity Valuation, Options
Education
University of Florida 2009 — 2010
Master of Science, Finance
University of Florida 2005 — 2009
Bachelor of Science, Finance
Independent Financial Partners (IFP) 2012 - Present
Bernstein Global Wealth Management 2010 - 2012
Skills
Series 7, Series 63, Series 65, Wealth Management, Investment Advisory, Estate Planning, Financial Advisory, FINRA, Investment Management, Uniform Combined State..., Finance, Retirement, 401k, ETFs, Financial Services, Due Diligence, Equity Valuation, Options
Education
University of Florida 2009 — 2010
Master of Science, Finance
University of Florida 2005 — 2009
Bachelor of Science, Finance
Marc Abramson Marc Abramson's Independent Financial Partners (IFP) Experience December 2012 - Present
Job
Industry Financial Services
Experience
Independent Financial Partners (IFP) December 2012 - Present
Financial Services Independent Counsel, PLLC January 2011 - Present
Tampa Bay Securities Compliance Group October 2009 - Present
MRS.EMS, LLC January 2008 - Present
Education
Brooklyn Law School 1985 — 1989
Doctor of Law (J.D.)
Baruch College 1986 — 1989
Graduate-level Business Administration Coursework
Binghamton University 1981 — 1985
B.S., Psychology
Herricks Sr.High School 1978 — 1981
Independent Financial Partners (IFP) December 2012 - Present
Financial Services Independent Counsel, PLLC January 2011 - Present
Tampa Bay Securities Compliance Group October 2009 - Present
MRS.EMS, LLC January 2008 - Present
Education
Brooklyn Law School 1985 — 1989
Doctor of Law (J.D.)
Baruch College 1986 — 1989
Graduate-level Business Administration Coursework
Binghamton University 1981 — 1985
B.S., Psychology
Herricks Sr.High School 1978 — 1981
Lisa Peluso Lisa Peluso's Independent Financial Partners (IFP) Experience June 2009 - January 2014
Job .
Industry Financial Services
Experience
Aspire Financial Services, LLC January 2014 - Present
Independent Financial Partners (IFP) June 2009 - January 2014
AT&T Mobility October 2007 - June 2009
CareFirst BlueCross BlueShield January 2006 - September 2007
Skills
Employee Training, Management, Project Planning, Sales, Customer Service, Finance, Investments, Retirement Planning, Insurance, Marketing, 401k, Financial Services, Coaching, CRM
Education
Salisbury University 2002 — 2005
Bachelor of Science (BS), Psychology
Aspire Financial Services, LLC January 2014 - Present
Independent Financial Partners (IFP) June 2009 - January 2014
AT&T Mobility October 2007 - June 2009
CareFirst BlueCross BlueShield January 2006 - September 2007
Skills
Employee Training, Management, Project Planning, Sales, Customer Service, Finance, Investments, Retirement Planning, Insurance, Marketing, 401k, Financial Services, Coaching, CRM
Education
Salisbury University 2002 — 2005
Bachelor of Science (BS), Psychology
Louis J Hanna's Independent Financial Partners (IFP) Experience May 2014 - May 2015
Job Executive VP Business Development at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc. May 2015 - Present
Independent Financial Partners (IFP) May 2014 - May 2015
Conduit Advisors LLC March 2013 - September 2014
Corigin Holdings April 2009 - March 2013
American Independence Funds July 2006 - April 2009
Paradigm Funds May 2005 - July 2006
ING Furman Selz Capital Management 2000 - 2004
Skills
Financial Advisor..., Financial Advisor..., Advisory Practice..., Succession Planning, Financial Intermediary..., Business Development, Asset Management, Investment Strategies, Breakaway Advisor..., OSJ Formation/BD..., Investment Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Advisory, Asset Managment, Wirehouse/Regional..., Valuation, ETFs, Financial Services, Investment Banking, Investments, Due Diligence, Wealth Management, Wine & Spirits Industry, Equity Research, Financial Advisory, Mergers & Acquisitions, Finance, Global Macro, Private Equity, Emerging Markets, Asset Allocation, Bonds, Hedge Funds, Equities, Community Banking, Financial Structuring, Venture Capital, Fund Of Funds, Capital Markets, Institutional..., Fixed Income, Financial Markets, Options, Wealth Management..., Real Estate Transactions, Bridge Loans, Apartment/Multifamily..., Bridge Lending
Education
Quinnipiac University School of Law 1996 — 1998
JD, Law
Drexel University - LeBow College of Business 1990 — 1991
Pre-MBA, Finance
Rutgers University – Camden 1988 — 1990
BA, Economics
Summit Brokerage Services, Inc. May 2015 - Present
Independent Financial Partners (IFP) May 2014 - May 2015
Conduit Advisors LLC March 2013 - September 2014
Corigin Holdings April 2009 - March 2013
American Independence Funds July 2006 - April 2009
Paradigm Funds May 2005 - July 2006
ING Furman Selz Capital Management 2000 - 2004
Skills
Financial Advisor..., Financial Advisor..., Advisory Practice..., Succession Planning, Financial Intermediary..., Business Development, Asset Management, Investment Strategies, Breakaway Advisor..., OSJ Formation/BD..., Investment Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Advisory, Asset Managment, Wirehouse/Regional..., Valuation, ETFs, Financial Services, Investment Banking, Investments, Due Diligence, Wealth Management, Wine & Spirits Industry, Equity Research, Financial Advisory, Mergers & Acquisitions, Finance, Global Macro, Private Equity, Emerging Markets, Asset Allocation, Bonds, Hedge Funds, Equities, Community Banking, Financial Structuring, Venture Capital, Fund Of Funds, Capital Markets, Institutional..., Fixed Income, Financial Markets, Options, Wealth Management..., Real Estate Transactions, Bridge Loans, Apartment/Multifamily..., Bridge Lending
Education
Quinnipiac University School of Law 1996 — 1998
JD, Law
Drexel University - LeBow College of Business 1990 — 1991
Pre-MBA, Finance
Rutgers University – Camden 1988 — 1990
BA, Economics
Phillip Schreiner's Independent Financial Partners (IFP) Experience May 2012 - August 2012
Job Student at University of Florida
Industry Financial Services
Experience
Independent Financial Partners (IFP) May 2012 - August 2012
Skills
Accounting, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Team Leadership, Customer Service, Teamwork, Research, Public Speaking, Social Media, English, HTML, C++, Windows
Education
University of Florida 2009 — 2013
Bachelor of Science (BS), Finance, General
Independent Financial Partners (IFP) May 2012 - August 2012
Skills
Accounting, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Team Leadership, Customer Service, Teamwork, Research, Public Speaking, Social Media, English, HTML, C++, Windows
Education
University of Florida 2009 — 2013
Bachelor of Science (BS), Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY