Independent Financial Services
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Independent Financial Services Employees
Employee
Years
Job
Industry
Michael Zehnder, AAMS® Michael Zehnder, AAMS®'s Independent Financial Services Experience 2005 - June 2007
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2007 - Present
Independent Financial Services 2005 - June 2007
A.G. Edwards & Sons, Inc. 1996 - 2005
Prudential Financial 1994 - 1996
Skills
Investments, Financial Services, Finance, Portfolio Management, Insurance, Retirement Planning, Wealth Management, Financial Planning, Retirement
Education
California State University-Sacramento 1986 — 1990
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Wells Fargo Advisors 2007 - Present
Independent Financial Services 2005 - June 2007
A.G. Edwards & Sons, Inc. 1996 - 2005
Prudential Financial 1994 - 1996
Skills
Investments, Financial Services, Finance, Portfolio Management, Insurance, Retirement Planning, Wealth Management, Financial Planning, Retirement
Education
California State University-Sacramento 1986 — 1990
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Jodi Perez, CFP Jodi Perez, CFP's Independent Financial Services Experience August 1998 - Present
Job Financial Advisor at Independent Financial Services
Industry Financial Services
Experience
Independent Financial Services August 1998 - Present
INVEST Financial Corporation, Inc. August 1982 - August 1998
Skills
Financial Planning, Investments, Retirement Planning, Finance, Mutual Funds, Wealth Management, Series 7, Financial Advisory, Retirement, Securities
Education
University of South Florida 1982 — 1985
BA, Marketing
Independent Financial Services August 1998 - Present
INVEST Financial Corporation, Inc. August 1982 - August 1998
Skills
Financial Planning, Investments, Retirement Planning, Finance, Mutual Funds, Wealth Management, Series 7, Financial Advisory, Retirement, Securities
Education
University of South Florida 1982 — 1985
BA, Marketing
Russ Roberts Russ Roberts's Independent Financial Services Experience December 1989 - August 2001
Job Small Business Coach to Big Thinking Entrepreneurs
Industry Education Management
Experience
Waukesha County Technical College August 2001 - Present
The Millionaire Club August 2001 - Present
U.S. Navy May 1982 - January 2006
Independent Financial Services December 1989 - August 2001
Skills
Entrepreneurship, Leadership, Small Business, Coaching, Training, Public Speaking, Start-ups, Strategy, Business Planning, Management, Leadership Development, Teaching, Team Leadership, Marketing Strategy, Sales, Organizational..., Marketing, Networking, Community Outreach, Workforce Development, Executive Coaching, Time Management, Higher Education, Strategic Planning, Team Building, Program Development, Mentoring, Budgets, Customer Service, Public Relations, Staff Development, Business Development, Event Planning, Project Planning, Investments, Fundraising, Career Counseling, Strategic Financial..., Management Consulting, Nonprofits, Adult Education, Resume Writing, Small Business..., Integrity, Social Networking, Workshop Facilitation, Employee Benefits, Event Management, Instructional Design, Financial Counseling
Education
Marquette University 1988 — 1990
MBA Candidate, Business Administration, Leadership, Entrepreneurship
Miami University 1979 — 1982
Bachelor's Degree, Management
Fairmont East High School 1975 — 1978
Diploma, Business
Waukesha County Technical College August 2001 - Present
The Millionaire Club August 2001 - Present
U.S. Navy May 1982 - January 2006
Independent Financial Services December 1989 - August 2001
Skills
Entrepreneurship, Leadership, Small Business, Coaching, Training, Public Speaking, Start-ups, Strategy, Business Planning, Management, Leadership Development, Teaching, Team Leadership, Marketing Strategy, Sales, Organizational..., Marketing, Networking, Community Outreach, Workforce Development, Executive Coaching, Time Management, Higher Education, Strategic Planning, Team Building, Program Development, Mentoring, Budgets, Customer Service, Public Relations, Staff Development, Business Development, Event Planning, Project Planning, Investments, Fundraising, Career Counseling, Strategic Financial..., Management Consulting, Nonprofits, Adult Education, Resume Writing, Small Business..., Integrity, Social Networking, Workshop Facilitation, Employee Benefits, Event Management, Instructional Design, Financial Counseling
Education
Marquette University 1988 — 1990
MBA Candidate, Business Administration, Leadership, Entrepreneurship
Miami University 1979 — 1982
Bachelor's Degree, Management
Fairmont East High School 1975 — 1978
Diploma, Business
Jane Sandstrom, CFP Jane Sandstrom, CFP's Independent Financial Services Experience February 2011 - Present
Job Registered Administrative Assistant at Independent Financial Services
Industry Financial Services
Experience
Independent Financial Services February 2011 - Present
Self-employed 1980 - 2010
Skills
Series 7, Series 63, Pensions, Investments, Financial Planning, Mutual Funds
Education
Barry University
Bachelor's Degree
College for Financial Planning
Master's Degree, Financial Planning
Independent Financial Services February 2011 - Present
Self-employed 1980 - 2010
Skills
Series 7, Series 63, Pensions, Investments, Financial Planning, Mutual Funds
Education
Barry University
Bachelor's Degree
College for Financial Planning
Master's Degree, Financial Planning
Winny Hinton's Independent Financial Services Experience December 2007 - May 2008
Job PwC
Industry Accounting
Experience
PwC January 2011 - April 2013
PwC 2011 - 2013
GunnAllen Financial September 2008 - March 2010
Independent Financial Services December 2007 - May 2008
Skills
Auditing, Spreadsheets, Microsoft Office, Time Management, Data Entry, Financial Reporting, Lotus Notes, Microsoft Excel, Accounting, Tax, Tax Returns, Corporate Tax, Finance, Tax Preparation, Customer Service, Tax Accounting, Management, Internal Controls, Financial Accounting
Education
University of South Florida 2003 — 2008
Finance
University of South Florida
PwC January 2011 - April 2013
PwC 2011 - 2013
GunnAllen Financial September 2008 - March 2010
Independent Financial Services December 2007 - May 2008
Skills
Auditing, Spreadsheets, Microsoft Office, Time Management, Data Entry, Financial Reporting, Lotus Notes, Microsoft Excel, Accounting, Tax, Tax Returns, Corporate Tax, Finance, Tax Preparation, Customer Service, Tax Accounting, Management, Internal Controls, Financial Accounting
Education
University of South Florida 2003 — 2008
Finance
University of South Florida
Gary R. Smith, AIF(R)'s Independent Financial Services Experience November 2005 - October 2007
Job Owner of New England Retirement Advisors
Industry Investment Management
Experience
New England Retirement Advisors January 2014 - Present
MLS June 2009 - January 2014
New England Wealth Advisors November 2007 - June 2009
Independent Financial Services November 2005 - October 2007
Conseco Financial Services August 1993 - August 2005
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Portfolio Management, Insurance, Financial Planners, 401k, Pensions, Retirement, Mutual Funds, Life Insurance, Finance, Securities, Long Term Care Insurance, Wealth Accumulation, Risk Management, Estate Planning, Small Business, Management, Strategic Planning, Variable Annuities, Customer Service
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1991
Bachelor's degree in Finance, Finance, General
University of Southern Maine 1987 — 1988
Transferred after freshman year., Business/Managerial Economics
New England Retirement Advisors January 2014 - Present
MLS June 2009 - January 2014
New England Wealth Advisors November 2007 - June 2009
Independent Financial Services November 2005 - October 2007
Conseco Financial Services August 1993 - August 2005
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Portfolio Management, Insurance, Financial Planners, 401k, Pensions, Retirement, Mutual Funds, Life Insurance, Finance, Securities, Long Term Care Insurance, Wealth Accumulation, Risk Management, Estate Planning, Small Business, Management, Strategic Planning, Variable Annuities, Customer Service
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1991
Bachelor's degree in Finance, Finance, General
University of Southern Maine 1987 — 1988
Transferred after freshman year., Business/Managerial Economics
Anthony Mangan Anthony Mangan's Independent Financial Services Experience September 2012 - Present
Job Financial Planner Real Estate Broker
Industry Financial Services
Experience
Independent Financial Services September 2012 - Present
Tony Mangan, Realtor July 1991 - Present
TIPS Inc Consultancy July 1991 - July 2012
Washington Mutual July 2002 - February 2005
HKGM Technology Services LLC April 2001 - July 2002
Creative Planet June 2000 - March 2001
HEALTHeLINK.com September 1999 - May 2000
Pacific Data Technologies 1999 - 2000
TIPS Inc. July 1990 - December 1999
Gibraltar Fianancial 1987 - 1990
Skills
Outsourcing, Investments, Banking, Vendor Management, Leadership, Mergers, Data Center, Portfolio Management, Management, CRM, Strategic Financial..., Information Technology, Mergers & Acquisitions, Management Consulting, Enterprise Software, Negotiation, Business Analysis, Financial Analysis, Real Estate, Mortgage Lending, Software Development, Training, Insurance, Financial Services, IT Operations, Telecommunications, Finance, Risk Management, Strategic Planning, Financial Risk, SaaS, Cloud Computing, Consulting, Credit, Business Process..., Executive Management, Process Improvement, Strategy, Professional Services, Start-ups, Due Diligence, Business Planning, Business Development, Small Business, IT Strategy, Asset Management, Business Intelligence
Education
Minnesota Metropolitan State University 1977 — 1982
BA, Business
University of Minnesota-Twin Cities 1977 — 1981
Certification, Information Systems Analysis and Design, Cum Laude
Independent Financial Services September 2012 - Present
Tony Mangan, Realtor July 1991 - Present
TIPS Inc Consultancy July 1991 - July 2012
Washington Mutual July 2002 - February 2005
HKGM Technology Services LLC April 2001 - July 2002
Creative Planet June 2000 - March 2001
HEALTHeLINK.com September 1999 - May 2000
Pacific Data Technologies 1999 - 2000
TIPS Inc. July 1990 - December 1999
Gibraltar Fianancial 1987 - 1990
Skills
Outsourcing, Investments, Banking, Vendor Management, Leadership, Mergers, Data Center, Portfolio Management, Management, CRM, Strategic Financial..., Information Technology, Mergers & Acquisitions, Management Consulting, Enterprise Software, Negotiation, Business Analysis, Financial Analysis, Real Estate, Mortgage Lending, Software Development, Training, Insurance, Financial Services, IT Operations, Telecommunications, Finance, Risk Management, Strategic Planning, Financial Risk, SaaS, Cloud Computing, Consulting, Credit, Business Process..., Executive Management, Process Improvement, Strategy, Professional Services, Start-ups, Due Diligence, Business Planning, Business Development, Small Business, IT Strategy, Asset Management, Business Intelligence
Education
Minnesota Metropolitan State University 1977 — 1982
BA, Business
University of Minnesota-Twin Cities 1977 — 1981
Certification, Information Systems Analysis and Design, Cum Laude
Daniel Riney Daniel Riney's Independent Financial Services Experience November 2008 - May 2015
Job Risk Free, Tax Free, Inflation Beating Savings Plan
Industry Financial Services
Experience
Queens Harbour Financial May 2015 - Present
Independent Financial Services November 2008 - May 2015
The Estimating Department May 2003 - November 2008
C.E. Murray High School August 1997 - June 2002
Our Lady Lourdes September 1955 - June 1959
Skills
Report Writing, Research, Financial Analysis, Policy Analysis, Interpersonal..., Telephone Skills, Technical Writing, Creative Writing, Proposal Writing, Canvassing, Interviewing Skills
Education
Coastal Carolina University 2000 — 2011
Creative Writing, Accounting, 3.8
Wayne State University 1964 — 1967
Bachelor of Science (B.S.), English/Language Arts Teacher Education
University of Detroit 1959 — 1964
English/Social Studies
Queens Harbour Financial May 2015 - Present
Independent Financial Services November 2008 - May 2015
The Estimating Department May 2003 - November 2008
C.E. Murray High School August 1997 - June 2002
Our Lady Lourdes September 1955 - June 1959
Skills
Report Writing, Research, Financial Analysis, Policy Analysis, Interpersonal..., Telephone Skills, Technical Writing, Creative Writing, Proposal Writing, Canvassing, Interviewing Skills
Education
Coastal Carolina University 2000 — 2011
Creative Writing, Accounting, 3.8
Wayne State University 1964 — 1967
Bachelor of Science (B.S.), English/Language Arts Teacher Education
University of Detroit 1959 — 1964
English/Social Studies
Kaleigh Stovall's Independent Financial Services Experience April 2012 - June 2015
Job Marketing Coordinator at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Independent Financial Services April 2012 - June 2015
Charity Chics North Tampa/Pasco April 2013 - May 2015
Walt Disney World January 2012 - April 2012
Cracker Barrel June 2011 - December 2011
Northcliffe Baptist Church April 2011 - August 2011
Dr. Ernest A. Brady, DMD January 2010 - May 2010
Skills
Customer Service, Facebook, Marketing, Outlook, Event Planning, Sales, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Social Media, Administrative..., Event Management, Fundraising, Nonprofits, Leadership, Social Networking, Community Outreach, Public Speaking, Social Media Marketing, Spreadsheets, Research, Time Management, Public Relations, Marketing Communications, Microsoft Office, Data Entry, Office Management, Access, Office Administration, System Administration, Accounts Payable, Notary Public, 10 Key, Paperwork, Electronic Funds..., Money Transfers, Anti Money Laundering
Education
St. Petersburg College 2013 — 2017
Bachelor's degree, Business Administration, 3.8/4.0 GPA
Pasco-Hernando Community College 2010 — 2013
Associate of Arts (A.A.), Associate in Arts, 3.8/4.0 GPA
Raymond James Financial, Inc. June 2015 - Present
Independent Financial Services April 2012 - June 2015
Charity Chics North Tampa/Pasco April 2013 - May 2015
Walt Disney World January 2012 - April 2012
Cracker Barrel June 2011 - December 2011
Northcliffe Baptist Church April 2011 - August 2011
Dr. Ernest A. Brady, DMD January 2010 - May 2010
Skills
Customer Service, Facebook, Marketing, Outlook, Event Planning, Sales, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Social Media, Administrative..., Event Management, Fundraising, Nonprofits, Leadership, Social Networking, Community Outreach, Public Speaking, Social Media Marketing, Spreadsheets, Research, Time Management, Public Relations, Marketing Communications, Microsoft Office, Data Entry, Office Management, Access, Office Administration, System Administration, Accounts Payable, Notary Public, 10 Key, Paperwork, Electronic Funds..., Money Transfers, Anti Money Laundering
Education
St. Petersburg College 2013 — 2017
Bachelor's degree, Business Administration, 3.8/4.0 GPA
Pasco-Hernando Community College 2010 — 2013
Associate of Arts (A.A.), Associate in Arts, 3.8/4.0 GPA
Mary Winfield Mary Winfield's Independent Financial Services Experience August 2011 - July 2013
Job Account Manager
Industry Human Resources
Experience
Rooms To Go January 2014 - Present
Independent Financial Services August 2011 - July 2013
Hancock Bank November 2006 - July 2011
Skills
Insurance, Underwriting, Life Insurance, Term Life Insurance, Property & Casualty..., Health Insurance, Commercial Insurance, Retirement Planning, Banking, Risk Management, Employee Benefits, Research, Collections, Customer Service, Compliance, HMDA, Credit Analysis, Direct Sales, Accounts Receivable, Medical Billing, Call Centers, Cold Calling, Building Relationships, Account Reconciliation, Microsoft Office, Conflict Resolution, Accurate Record Keeping, 10 Key, Computers, Result Oriented, Account Management, Sales, Microsoft Excel
Education
University of Phoenix 2007 — 2009
Masters, Business Administration and Management, General
William Carey College 2003 — 2006
Bachelors of Science, Business Administration and Management, General
Rooms To Go January 2014 - Present
Independent Financial Services August 2011 - July 2013
Hancock Bank November 2006 - July 2011
Skills
Insurance, Underwriting, Life Insurance, Term Life Insurance, Property & Casualty..., Health Insurance, Commercial Insurance, Retirement Planning, Banking, Risk Management, Employee Benefits, Research, Collections, Customer Service, Compliance, HMDA, Credit Analysis, Direct Sales, Accounts Receivable, Medical Billing, Call Centers, Cold Calling, Building Relationships, Account Reconciliation, Microsoft Office, Conflict Resolution, Accurate Record Keeping, 10 Key, Computers, Result Oriented, Account Management, Sales, Microsoft Excel
Education
University of Phoenix 2007 — 2009
Masters, Business Administration and Management, General
William Carey College 2003 — 2006
Bachelors of Science, Business Administration and Management, General
Denise Mendez's Independent Financial Services Experience May 2004 - June 2005
Job RCS/Field Office Manager at Cardno TBE
Industry Civil Engineering
Experience
Cardno TBE July 2010 - December 2013
International Eye Center August 2008 - July 2010
Independent Financial Services May 2004 - June 2005
Skills
Outlook, Microsoft Excel, Project Management, Microsoft Office, PowerPoint, Customer Service, Budgets, Contract Management, Financial Reporting, Microsoft Word, Forecasting, Process Improvement, Project Planning, Research, Accounting, Social Media, Social Networking, Finance, Adobe Creative Suite, Adobe Acrobat, Office Administration, Sales Process, Survey Research, Ophthalmology, Invoicing, Mutual Funds
Education
University of South Florida 2002 — 2007
Cardno TBE July 2010 - December 2013
International Eye Center August 2008 - July 2010
Independent Financial Services May 2004 - June 2005
Skills
Outlook, Microsoft Excel, Project Management, Microsoft Office, PowerPoint, Customer Service, Budgets, Contract Management, Financial Reporting, Microsoft Word, Forecasting, Process Improvement, Project Planning, Research, Accounting, Social Media, Social Networking, Finance, Adobe Creative Suite, Adobe Acrobat, Office Administration, Sales Process, Survey Research, Ophthalmology, Invoicing, Mutual Funds
Education
University of South Florida 2002 — 2007
Greg Adelman's Independent Financial Services Experience April 1990 - January 2006
Job Owner, Midwest Home Center
Industry Construction
Experience
Midwest Home Center January 2005 - Present
Independent Financial Services April 1990 - January 2006
Education
University of Minnesota-Twin Cities 1984 — 1986
Associate Degree, Busness
Midwest Home Center January 2005 - Present
Independent Financial Services April 1990 - January 2006
Education
University of Minnesota-Twin Cities 1984 — 1986
Associate Degree, Busness
Jeannie Holliday's Independent Financial Services Experience January 2003 - Present
Job CFA, CDFA
Industry Financial Services
Experience
Independent Financial Services January 2003 - Present
INVEST Financial Corp June 1982 - December 2001
Skills
Wealth Management, Mutual Funds, Investments, Strategic Financial..., Strategic Planning, Asset Managment, Series 7, Finance, Retirement, Investment Advisory, Retirement Planning, Hedge Funds, Insurance, Portfolio Management, Economics, Alternative Investments, Banking, Small Business, Equities, Series 63, Wealth Management..., FINRA, Trading, Financial Advisory, Asset Allocation, Asset Management
Education
University of South Florida
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of South Florida 1975 — 1983
Bachelor's Degree
Independent Financial Services January 2003 - Present
INVEST Financial Corp June 1982 - December 2001
Skills
Wealth Management, Mutual Funds, Investments, Strategic Financial..., Strategic Planning, Asset Managment, Series 7, Finance, Retirement, Investment Advisory, Retirement Planning, Hedge Funds, Insurance, Portfolio Management, Economics, Alternative Investments, Banking, Small Business, Equities, Series 63, Wealth Management..., FINRA, Trading, Financial Advisory, Asset Allocation, Asset Management
Education
University of South Florida
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of South Florida 1975 — 1983
Bachelor's Degree
Alexander C. Dowd, MBA, APC's Independent Financial Services Experience August 1994 - August 2014
Job Experienced Financial, Tax Preparation Professional
Industry Financial Services
Experience
Independent Financial Services August 1994 - August 2014
A.C. Dowd Associates, Inc 1987 - 2007
AT&T 1972 - 1987
Skills
Project Management, Program Management, Analysis, Long Term Care Insurance, Finance, Financial Analysis, Budgets, Forecasting, Training, Leadership, Financial Planning, Financial Reporting, Investments, Management, Microsoft Excel, Strategic Planning, Insurance, Microsoft Word, Microsoft Office, Public Speaking, Fundraising, Business Analysis, Accounting, Teaching
Education
City University of New York-Queens College
Bachelor of Arts (B.A.), Mathematics & Economics
New York University
MBA, Quantitative Analysis
New York University
Advanced Professional Certificate, Quantitative Methods in Marketing
Independent Financial Services August 1994 - August 2014
A.C. Dowd Associates, Inc 1987 - 2007
AT&T 1972 - 1987
Skills
Project Management, Program Management, Analysis, Long Term Care Insurance, Finance, Financial Analysis, Budgets, Forecasting, Training, Leadership, Financial Planning, Financial Reporting, Investments, Management, Microsoft Excel, Strategic Planning, Insurance, Microsoft Word, Microsoft Office, Public Speaking, Fundraising, Business Analysis, Accounting, Teaching
Education
City University of New York-Queens College
Bachelor of Arts (B.A.), Mathematics & Economics
New York University
MBA, Quantitative Analysis
New York University
Advanced Professional Certificate, Quantitative Methods in Marketing
Ryan Petersohn's Independent Financial Services Experience June 2012 - Present
Job Financial Professional
Industry Financial Services
Experience
Independent Financial Services June 2012 - Present
AXA Advisors, LLC May 2011 - June 2012
CUNA Mutual Group July 2006 - October 2008
Skills
Sales, Finance, Life Insurance, College Savings Plans, Retirement Planning, Investments, Variable Annuities, Mutual Funds, Financial Services, 401k, Disability Insurance, Asset Allocation, Long-term Care, Health Insurance, Series 7, Series 66, Microsoft Excel
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
MBA, Finance
Bradley University 2000 — 2004
BS, Finance
Independent Financial Services June 2012 - Present
AXA Advisors, LLC May 2011 - June 2012
CUNA Mutual Group July 2006 - October 2008
Skills
Sales, Finance, Life Insurance, College Savings Plans, Retirement Planning, Investments, Variable Annuities, Mutual Funds, Financial Services, 401k, Disability Insurance, Asset Allocation, Long-term Care, Health Insurance, Series 7, Series 66, Microsoft Excel
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
MBA, Finance
Bradley University 2000 — 2004
BS, Finance
Tavere Johnson (MAcc)'s Independent Financial Services Experience April 2010 - Present
Job Independent Financial Services Professional at Caravanne Accounting & Tax Services Inc.
Industry Financial Services
Experience
Independent Financial Services April 2010 - Present
GPLSolar LLC May 2009 - July 2010
Fastrak Enterprise Inc. June 2004 - April 2010
Education
Nova Southeastern University 2003 — 2005
MAcc, Accounting
Independent Financial Services April 2010 - Present
GPLSolar LLC May 2009 - July 2010
Fastrak Enterprise Inc. June 2004 - April 2010
Education
Nova Southeastern University 2003 — 2005
MAcc, Accounting
John DiBitetto's Independent Financial Services Experience May 2009 - Present
Job Wealth Manager at Independent Financial Services
Industry Financial Services
Experience
Independent Financial Services May 2009 - Present
Skills
Wealth Management, Mutual Funds, Investments, Strategic Financial..., Equities, Financial Services, Asset Management, Securities, Hedge Funds, Fixed Income, Bloomberg, Alternative Investments, Risk Management, Portfolio Management
Education
University of Miami - School of Business 1998 — 2000
Master of Business Administration (M.B.A.), International Business
Independent Financial Services May 2009 - Present
Skills
Wealth Management, Mutual Funds, Investments, Strategic Financial..., Equities, Financial Services, Asset Management, Securities, Hedge Funds, Fixed Income, Bloomberg, Alternative Investments, Risk Management, Portfolio Management
Education
University of Miami - School of Business 1998 — 2000
Master of Business Administration (M.B.A.), International Business
Barry L. Redd's Independent Financial Services Experience January 2000 - Present
Job Owner at Independent Financial Services
Industry Accounting
Experience
Independent Financial Services January 2000 - Present
Skills
Customer Service, Warehousing, Inventory Management, Microsoft Office, Logistics, Microsoft Excel, Inventory Control, Microsoft Word, Warehouse Management, Shipping, Forklift Operator, Operations Management
Education
H R Block and Jackson Hewitt
Oakton Community College
Blue Print reading
Independent Financial Services January 2000 - Present
Skills
Customer Service, Warehousing, Inventory Management, Microsoft Office, Logistics, Microsoft Excel, Inventory Control, Microsoft Word, Warehouse Management, Shipping, Forklift Operator, Operations Management
Education
H R Block and Jackson Hewitt
Oakton Community College
Blue Print reading
Anastasia Redding's Independent Financial Services Experience May 2010 - August 2010
Job Student at Rensselaer Polytechnic Institute
Industry
Experience
Independent Financial Services May 2010 - August 2010
Kerhonkson Town Pool June 2007 - August 2008
William J. Redding DMD June 2004 - August 2006
Skills
Financial Analysis, Investments, Financial Statement..., Microsoft Word, Microsoft Excel, Microsoft Access, Bill Good Marketing..., Visual Basic
Education
Rensselaer Polytechnic Institute 2011 — 2013
Master of Business Administration (M.B.A.), Financial Engineering and Risk Analytics
Rensselaer Polytechnic Institute 2008 — 2011
Bachelor of Science (B.S.), Business and Management
Independent Financial Services May 2010 - August 2010
Kerhonkson Town Pool June 2007 - August 2008
William J. Redding DMD June 2004 - August 2006
Skills
Financial Analysis, Investments, Financial Statement..., Microsoft Word, Microsoft Excel, Microsoft Access, Bill Good Marketing..., Visual Basic
Education
Rensselaer Polytechnic Institute 2011 — 2013
Master of Business Administration (M.B.A.), Financial Engineering and Risk Analytics
Rensselaer Polytechnic Institute 2008 — 2011
Bachelor of Science (B.S.), Business and Management